+321.0%
MSFT vs UBER
+80.4%
+240.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.8% | -2.0% |
| 7D | -2.7% | -3.9% | +1.2% | -1.9% |
| 30D | +2.7% | +11.1% | -8.4% | +0.2% |
| 3M | +17.0% | +4.9% | +12.0% | +15.4% |
| 6M | +23.8% | -1.2% | +25.0% | +23.5% |
| YTD | +4.0% | -7.3% | +11.3% | +4.9% |
| 1Y | -0.8% | -17.6% | +16.8% | +2.4% |
| 3Y | +55.6% | +61.1% | -5.5% | +34.9% |
| 5Y | +72.9% | +87.9% | -15.0% | +37.7% |
| All | +321.0% | +80.4% | +240.6% | +224.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling