+72.4%
UBER vs EFV
+132.9%
-60.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -2.4% |
| 7D | -5.4% | -0.8% | -4.6% | -4.5% |
| 30D | -4.9% | +0.6% | -5.5% | -5.5% |
| 3M | +3.0% | +7.5% | -4.5% | -5.2% |
| 6M | -4.4% | +13.0% | -17.4% | -17.2% |
| YTD | -12.3% | +18.3% | -30.6% | -28.5% |
| 1Y | -24.3% | +26.7% | -51.0% | -43.1% |
| 3Y | +46.4% | +89.6% | -43.1% | -32.6% |
| 5Y | +79.7% | +98.2% | -18.5% | -20.6% |
| All | +72.4% | +132.9% | -60.5% | -36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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