+273.6%
EWY vs UBER
+70.6%
+203.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.2% | +4.5% | +3.5% |
| 7D | -0.1% | -5.4% | +5.3% | +1.0% |
| 30D | +7.3% | -4.9% | +12.2% | +8.3% |
| 3M | -5.1% | +3.0% | -8.2% | -6.4% |
| 6M | +42.1% | -4.4% | +46.5% | +42.4% |
| YTD | +94.1% | -12.3% | +106.4% | +97.6% |
| 1Y | +147.8% | -24.3% | +172.1% | +159.6% |
| 3Y | +222.9% | +46.4% | +176.5% | +188.8% |
| 5Y | +150.6% | +79.7% | +71.0% | +104.8% |
| All | +273.6% | +70.6% | +203.0% | +200.9% |
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