-26.2%
UBER vs EWZ
+7.8%
-34.0%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.6% | +3.3% | +4.7% |
| 7D | +7.0% | -4.1% | +11.1% | +7.6% |
| 30D | +0.6% | -25.0% | +25.5% | +3.7% |
| 3M | -2.9% | -10.6% | +7.7% | -3.1% |
| 6M | -5.5% | -16.6% | +11.1% | -4.1% |
| YTD | -14.5% | +2.5% | -17.0% | -17.8% |
| 1Y | -26.2% | +8.1% | -34.3% | -33.6% |
| All | -26.2% | +7.8% | -34.0% | -33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 1y: compounded portfolio wealth divided by compounded EWZ 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…
1y analysis · Full analysis span regression · 6 months rolling