+71.0%
UBER vs EW
+43.2%
+27.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.5% |
| 7D | -7.0% | -5.1% | -1.9% | -4.6% |
| 30D | -8.9% | -6.4% | -2.6% | -5.9% |
| 3M | +1.0% | -1.6% | +2.5% | +1.9% |
| 6M | -3.7% | +2.3% | -6.0% | -5.2% |
| YTD | -13.0% | +1.1% | -14.1% | -14.1% |
| 1Y | -25.5% | +8.0% | -33.5% | -29.1% |
| 3Y | +50.5% | +16.3% | +34.1% | +26.1% |
| 5Y | +76.2% | -29.4% | +105.6% | +96.6% |
| All | +71.0% | +43.2% | +27.8% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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