+71.2%
UBER vs MA
+180.6%
-109.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.5% | +3.3% | +3.4% |
| 7D | +6.7% | -0.3% | +7.0% | +7.0% |
| 30D | -0.5% | +11.3% | -11.8% | -8.1% |
| 3M | -5.1% | +16.7% | -21.8% | -15.5% |
| 6M | -5.7% | +32.8% | -38.5% | -24.0% |
| YTD | -12.9% | +15.6% | -28.5% | -22.7% |
| 1Y | -22.6% | +19.6% | -42.2% | -33.2% |
| 3Y | +42.2% | +72.1% | -29.9% | -9.5% |
| 5Y | +56.4% | +96.0% | -39.7% | -9.2% |
| All | +71.2% | +180.6% | -109.4% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MA.
Daily Out/Under-Performance
Portfolio return minus MA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MA 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 MA 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