+46.4%
UBER vs EMB
+29.3%
+17.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.2% | -1.1% |
| 7D | -5.4% | -1.2% | -4.2% | -3.7% |
| 30D | -4.9% | -1.3% | -3.6% | -3.1% |
| 3M | +3.0% | -1.8% | +4.8% | +5.9% |
| 6M | -4.4% | +0.2% | -4.6% | -4.5% |
| YTD | -12.3% | +0.4% | -12.7% | -12.7% |
| 1Y | -24.3% | +2.8% | -27.1% | -27.3% |
| 3Y | +46.4% | +29.1% | +17.3% | +0.3% |
| All | +46.4% | +29.3% | +17.1% | +0.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling