+142.7%
EWY vs UBER
+78.6%
+64.1%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.1% | -6.3% | -4.6% |
| 7D | +1.2% | -4.5% | +5.7% | +2.1% |
| 30D | +9.3% | -7.6% | +16.9% | +10.9% |
| 3M | +2.4% | +5.8% | -3.3% | +0.5% |
| 6M | +40.3% | +0.3% | +40.0% | +39.2% |
| YTD | +88.0% | -11.2% | +99.2% | +90.9% |
| 1Y | +143.8% | -23.0% | +166.8% | +154.7% |
| 3Y | +217.8% | +53.6% | +164.2% | +180.6% |
| 5Y | +142.7% | +81.9% | +60.8% | +94.9% |
| All | +142.7% | +78.6% | +64.1% | +94.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling