+71.0%
UBER vs MA
+142.4%
-71.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.4% |
| 7D | -7.0% | -3.5% | -3.5% | -4.5% |
| 30D | -8.9% | +0.8% | -9.7% | -9.4% |
| 3M | +1.0% | +14.8% | -13.8% | -9.1% |
| 6M | -3.7% | +10.0% | -13.7% | -11.1% |
| YTD | -13.0% | -0.1% | -12.9% | -13.9% |
| 1Y | -25.5% | -2.2% | -23.3% | -25.5% |
| 3Y | +50.5% | +39.3% | +11.2% | +12.7% |
| 5Y | +76.2% | +66.3% | +9.8% | +15.3% |
| All | +71.0% | +142.4% | -71.5% | -17.9% |
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