+82.2%
UBER vs EMB
+22.5%
+59.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -3.9% | 0.0% | -3.9% | -3.9% |
| 30D | +11.1% | -0.3% | +11.4% | +11.8% |
| 3M | +4.9% | -0.4% | +5.3% | +5.9% |
| 6M | -1.2% | +0.1% | -1.3% | -1.2% |
| YTD | -7.3% | +1.6% | -8.9% | -10.0% |
| 1Y | -17.6% | +5.6% | -23.2% | -26.0% |
| 3Y | +61.1% | +29.8% | +31.2% | -3.8% |
| 5Y | +87.9% | +7.3% | +80.6% | +74.9% |
| All | +82.2% | +22.5% | +59.8% | -2.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling