+314.8%
MSFT vs UBER
+72.8%
+242.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -1.9% | -0.3% |
| 7D | -3.5% | -4.5% | +1.0% | -2.5% |
| 30D | -2.1% | -7.6% | +5.5% | -0.4% |
| 3M | +24.2% | +5.8% | +18.4% | +22.2% |
| 6M | +21.9% | +0.3% | +21.6% | +21.2% |
| YTD | +2.5% | -11.2% | +13.7% | +4.4% |
| 1Y | -0.8% | -23.0% | +22.2% | +4.0% |
| 3Y | +50.8% | +53.6% | -2.8% | +32.1% |
| 5Y | +73.5% | +81.9% | -8.4% | +39.2% |
| All | +314.8% | +72.8% | +242.1% | +223.0% |
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