+78.9%
UBER vs EME
+575.5%
-496.6%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.3% | -5.5% | -2.4% |
| 7D | -5.4% | +3.5% | -8.9% | -6.4% |
| 30D | -4.9% | -6.3% | +1.4% | -3.4% |
| 3M | +3.0% | -3.8% | +6.8% | +2.8% |
| 6M | -4.4% | +8.5% | -12.9% | -9.1% |
| YTD | -12.3% | +27.8% | -40.1% | -22.3% |
| 1Y | -24.3% | +22.2% | -46.5% | -33.1% |
| 3Y | +46.4% | +253.5% | -207.0% | -26.6% |
| All | +78.9% | +575.5% | -496.6% | -39.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling