+63.3%
UBER vs ED
+82.4%
-19.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | +1.2% | -0.9% | +2.1% | +1.1% |
| 30D | -1.1% | +11.2% | -12.3% | -0.6% |
| 3M | -10.0% | +11.8% | -21.8% | -9.5% |
| 6M | -7.2% | +14.1% | -21.3% | -6.4% |
| YTD | -13.5% | +23.0% | -36.5% | -12.7% |
| 1Y | -24.5% | +23.7% | -48.1% | -23.7% |
| 3Y | +37.0% | +47.7% | -10.7% | +36.0% |
| 5Y | +63.3% | +82.6% | -19.3% | +73.2% |
| All | +63.3% | +82.4% | -19.1% | +73.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling