+81.9%
UBER vs EEM
+42.3%
+39.6%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.2% | +4.2% | +4.0% |
| 7D | -4.5% | -0.7% | -3.8% | -4.0% |
| 30D | -7.6% | +2.4% | -10.0% | -9.9% |
| 3M | +5.8% | +4.2% | +1.6% | -0.4% |
| 6M | +0.3% | +14.8% | -14.5% | -16.6% |
| YTD | -11.2% | +23.1% | -34.3% | -32.9% |
| 1Y | -23.0% | +32.5% | -55.5% | -46.9% |
| 3Y | +53.6% | +85.9% | -32.3% | -32.4% |
| 5Y | +81.9% | +43.6% | +38.3% | +17.2% |
| All | +81.9% | +42.3% | +39.6% | +17.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling