+72.4%
UBER vs EWT
+389.1%
-316.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.1% | -2.6% |
| 7D | -5.4% | -1.1% | -4.3% | -4.7% |
| 30D | -4.9% | +4.5% | -9.4% | -8.4% |
| 3M | +3.0% | +8.3% | -5.2% | -5.9% |
| 6M | -4.4% | +54.2% | -58.6% | -37.9% |
| YTD | -12.3% | +74.6% | -86.9% | -49.9% |
| 1Y | -24.3% | +84.9% | -109.2% | -59.3% |
| 3Y | +46.4% | +197.5% | -151.1% | -53.9% |
| 5Y | +79.7% | +150.6% | -70.9% | -30.8% |
| All | +72.4% | +389.1% | -316.6% | -69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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