+72.4%
UBER vs EWZ
+48.7%
+23.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.3% | -0.8% |
| 7D | -5.4% | +0.9% | -6.3% | -5.8% |
| 30D | -4.9% | +12.8% | -17.7% | -10.1% |
| 3M | +3.0% | +10.8% | -7.7% | -2.1% |
| 6M | -4.4% | +2.5% | -6.9% | -6.2% |
| YTD | -12.3% | +21.4% | -33.6% | -21.0% |
| 1Y | -24.3% | +32.8% | -57.1% | -34.9% |
| 3Y | +46.4% | +45.2% | +1.2% | +18.3% |
| 5Y | +79.7% | +63.0% | +16.7% | +32.2% |
| All | +72.4% | +48.7% | +23.7% | +31.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling