+45.2%
UBER vs EEM
+87.9%
-42.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.5% |
| 7D | -7.0% | +2.0% | -9.0% | -8.1% |
| 30D | -8.9% | +5.1% | -14.0% | -11.7% |
| 3M | +1.0% | +4.6% | -3.6% | -2.8% |
| 6M | -3.7% | +17.8% | -21.5% | -16.5% |
| YTD | -13.0% | +25.8% | -38.8% | -29.8% |
| 1Y | -25.5% | +36.4% | -61.9% | -44.4% |
| All | +45.2% | +87.9% | -42.7% | -24.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling