+66.3%
UBER vs EMB
+19.5%
+46.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -0.7% |
| 7D | +0.5% | -0.7% | +1.2% | +1.9% |
| 30D | -3.1% | +0.5% | -3.6% | -3.9% |
| 3M | -8.3% | -2.5% | -5.8% | -3.6% |
| 6M | -9.5% | -2.0% | -7.5% | -5.7% |
| YTD | -15.4% | -0.9% | -14.5% | -13.8% |
| 1Y | -26.1% | -0.3% | -25.8% | -25.6% |
| 3Y | +34.0% | +29.2% | +4.8% | -19.3% |
| 5Y | +53.2% | +7.4% | +45.8% | +41.2% |
| All | +66.3% | +19.5% | +46.7% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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