+67.6%
UBER vs EWT
+329.4%
-261.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.7% |
| 7D | +1.6% | +9.1% | -7.5% | -4.9% |
| 30D | +0.6% | -12.2% | +12.8% | +9.0% |
| 3M | -8.2% | -9.4% | +1.3% | -3.6% |
| 6M | -6.7% | +2.7% | -9.4% | -15.1% |
| YTD | -14.7% | +53.3% | -68.0% | -47.4% |
| 1Y | -24.1% | +59.2% | -83.2% | -55.0% |
| 3Y | +33.4% | +157.1% | -123.7% | -54.0% |
| 5Y | +54.5% | +119.6% | -65.2% | -35.6% |
| All | +67.6% | +329.4% | -261.7% | -68.3% |
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