+74.5%
UBER vs AEM
+461.6%
-387.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.9% | +5.0% | +2.6% |
| 7D | -4.5% | -5.0% | +0.6% | -3.6% |
| 30D | -7.6% | +8.5% | -16.1% | -9.2% |
| 3M | +5.8% | +29.3% | -23.5% | +0.3% |
| 6M | +0.3% | -12.9% | +13.2% | +2.0% |
| YTD | -11.2% | +16.8% | -28.0% | -15.6% |
| 1Y | -23.0% | +29.8% | -52.8% | -28.7% |
| 3Y | +53.6% | +336.7% | -283.1% | +6.1% |
| 5Y | +81.9% | +299.9% | -218.0% | +24.7% |
| All | +74.5% | +461.6% | -387.1% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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