+81.9%
UBER vs EWT
+144.9%
-63.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.5% | +4.6% | +3.8% |
| 7D | -4.5% | -1.1% | -3.4% | -3.9% |
| 30D | -7.6% | +4.8% | -12.4% | -10.8% |
| 3M | +5.8% | +11.1% | -5.4% | -4.2% |
| 6M | +0.3% | +54.6% | -54.4% | -32.4% |
| YTD | -11.2% | +71.4% | -82.6% | -46.1% |
| 1Y | -23.0% | +82.1% | -105.1% | -56.0% |
| 3Y | +53.6% | +193.2% | -139.6% | -50.3% |
| 5Y | +81.9% | +146.1% | -64.2% | -19.8% |
| All | +81.9% | +144.9% | -63.0% | -19.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling