-0.3%
MSFT vs UBER
-24.2%
+23.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.9% | +0.9% |
| 7D | -0.8% | -5.4% | +4.6% | +0.5% |
| 30D | +0.8% | -4.9% | +5.7% | +2.0% |
| 3M | +27.2% | +3.0% | +24.2% | +26.0% |
| 6M | +22.9% | -4.4% | +27.3% | +23.1% |
| YTD | +3.1% | -12.3% | +15.4% | +4.3% |
| 1Y | -0.3% | -24.3% | +24.0% | +4.2% |
| All | -0.3% | -24.2% | +23.9% | +4.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling