+72.4%
UBER vs EWJ
+115.6%
-43.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -3.4% |
| 7D | -5.4% | +0.3% | -5.7% | -5.7% |
| 30D | -4.9% | +0.8% | -5.7% | -5.8% |
| 3M | +3.0% | +7.5% | -4.5% | -5.4% |
| 6M | -4.4% | +15.6% | -20.0% | -19.4% |
| YTD | -12.3% | +22.7% | -35.0% | -32.0% |
| 1Y | -24.3% | +26.4% | -50.7% | -43.4% |
| 3Y | +46.4% | +72.5% | -26.1% | -28.2% |
| 5Y | +79.7% | +52.4% | +27.2% | +5.6% |
| All | +72.4% | +115.6% | -43.2% | -43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EWJ.
Daily Out/Under-Performance
Portfolio return minus EWJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWJ 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 EWJ 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