+45.2%
UBER vs EME
+240.3%
-195.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.4% | -0.4% | -2.3% |
| 7D | -7.0% | +2.7% | -9.8% | -7.5% |
| 30D | -8.9% | -6.8% | -2.1% | -7.8% |
| 3M | +1.0% | -8.8% | +9.8% | +2.2% |
| 6M | -3.7% | +5.0% | -8.7% | -6.6% |
| YTD | -13.0% | +23.5% | -36.5% | -20.2% |
| 1Y | -25.5% | +21.3% | -46.8% | -32.5% |
| All | +45.2% | +240.3% | -195.1% | -9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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