+82.2%
UBER vs MAS
+118.2%
-35.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -1.1% |
| 7D | -3.9% | -0.8% | -3.1% | -3.5% |
| 30D | +11.1% | -5.6% | +16.7% | +14.1% |
| 3M | +4.9% | +4.4% | +0.5% | +1.6% |
| 6M | -1.2% | +7.2% | -8.4% | -6.8% |
| YTD | -7.3% | +16.1% | -23.4% | -17.0% |
| 1Y | -17.6% | +0.1% | -17.7% | -20.7% |
| 3Y | +61.1% | +28.3% | +32.7% | +30.6% |
| 5Y | +87.9% | +30.5% | +57.4% | +47.4% |
| All | +82.2% | +118.2% | -35.9% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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