+141.1%
V vs UBER
+69.2%
+71.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.5% | +0.2% |
| 7D | -2.9% | -7.0% | +4.1% | -1.5% |
| 30D | +1.9% | -8.9% | +10.8% | +3.8% |
| 3M | +13.2% | +1.0% | +12.2% | +12.5% |
| 6M | +16.7% | -3.7% | +20.5% | +16.8% |
| YTD | +5.4% | -13.0% | +18.4% | +7.6% |
| 1Y | +7.7% | -25.5% | +33.2% | +13.0% |
| 3Y | +52.0% | +50.5% | +1.5% | +32.4% |
| 5Y | +67.7% | +76.2% | -8.4% | +33.8% |
| All | +141.1% | +69.2% | +71.8% | +81.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UBER.
Daily Out/Under-Performance
Portfolio return minus UBER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UBER return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded UBER wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling