+72.4%
UBER vs EEM
+91.5%
-19.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -2.5% |
| 7D | -5.4% | -1.3% | -4.1% | -4.3% |
| 30D | -4.9% | +2.1% | -7.0% | -7.1% |
| 3M | +3.0% | +1.0% | +2.0% | -0.1% |
| 6M | -4.4% | +15.9% | -20.3% | -22.0% |
| YTD | -12.3% | +24.6% | -36.9% | -35.0% |
| 1Y | -24.3% | +32.3% | -56.6% | -47.8% |
| 3Y | +46.4% | +85.9% | -39.5% | -33.5% |
| 5Y | +79.7% | +45.4% | +34.3% | +11.8% |
| All | +72.4% | +91.5% | -19.1% | -24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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