+244.0%
META vs UBER
+65.9%
+178.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.8% | +2.1% | +2.6% |
| 7D | +5.2% | +1.6% | +3.6% | +4.6% |
| 30D | -13.0% | +0.6% | -13.6% | -13.2% |
| 3M | +7.9% | -8.2% | +16.1% | +10.8% |
| 6M | +4.2% | -6.7% | +10.9% | +5.8% |
| YTD | -2.5% | -14.7% | +12.2% | +1.5% |
| 1Y | +5.6% | -24.1% | +29.6% | +14.0% |
| 3Y | +96.8% | +33.4% | +63.4% | +70.6% |
| 5Y | +90.0% | +54.5% | +35.6% | +46.5% |
| All | +244.0% | +65.9% | +178.0% | +143.0% |
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