+78.9%
UBER vs EWZ
+59.6%
+19.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.3% | -0.9% |
| 7D | -5.4% | +0.9% | -6.3% | -5.7% |
| 30D | -4.9% | +12.8% | -17.7% | -8.9% |
| 3M | +3.0% | +10.8% | -7.7% | -0.9% |
| 6M | -4.4% | +2.5% | -6.9% | -5.7% |
| YTD | -12.3% | +21.4% | -33.6% | -19.1% |
| 1Y | -24.3% | +32.8% | -57.1% | -32.7% |
| 3Y | +46.4% | +45.2% | +1.2% | +24.1% |
| All | +78.9% | +59.6% | +19.2% | +52.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling