+243.8%
META vs UBER
+69.5%
+174.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.8% | +1.4% | +3.9% |
| 7D | +5.7% | +6.7% | -1.0% | +3.5% |
| 30D | -10.8% | -0.5% | -10.3% | -10.7% |
| 3M | +8.4% | -5.1% | +13.5% | +10.1% |
| 6M | +5.4% | -5.7% | +11.1% | +6.6% |
| YTD | -2.6% | -12.9% | +10.3% | +0.8% |
| 1Y | +3.5% | -22.6% | +26.1% | +11.1% |
| 3Y | +102.0% | +42.2% | +59.8% | +71.4% |
| 5Y | +93.1% | +56.4% | +36.7% | +48.1% |
| All | +243.8% | +69.5% | +174.3% | +141.2% |
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