+70.0%
UBER vs EW
+75.8%
-5.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.1% |
| 7D | +1.2% | +6.5% | -5.3% | -1.9% |
| 30D | -1.1% | +22.5% | -23.6% | -10.5% |
| 3M | -10.0% | +13.0% | -23.0% | -15.3% |
| 6M | -7.2% | +37.1% | -44.3% | -20.5% |
| YTD | -13.5% | +24.1% | -37.6% | -22.8% |
| 1Y | -24.5% | +24.2% | -48.7% | -32.7% |
| 3Y | +37.0% | +64.8% | -27.8% | -5.0% |
| 5Y | +63.3% | -7.4% | +70.7% | +58.7% |
| All | +70.0% | +75.8% | -5.7% | +2.3% |
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