+71.0%
UBER vs ED
+67.2%
+3.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.1% | -2.9% |
| 7D | -7.0% | -0.2% | -6.9% | -7.0% |
| 30D | -8.9% | +1.9% | -10.9% | -8.8% |
| 3M | +1.0% | +1.9% | -0.9% | +1.2% |
| 6M | -3.7% | -2.3% | -1.5% | -3.8% |
| YTD | -13.0% | +10.9% | -23.9% | -12.2% |
| 1Y | -25.5% | +14.5% | -40.0% | -24.6% |
| 3Y | +50.5% | +33.4% | +17.1% | +53.6% |
| 5Y | +76.2% | +67.3% | +8.9% | +85.5% |
| All | +71.0% | +67.2% | +3.8% | +64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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