+66.3%
UBER vs MAS
+154.5%
-88.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -2.0% |
| 7D | +0.5% | +1.2% | -0.7% | 0.0% |
| 30D | -3.1% | +21.6% | -24.7% | -11.8% |
| 3M | -8.3% | +14.1% | -22.4% | -14.1% |
| 6M | -9.5% | +22.6% | -32.1% | -19.2% |
| YTD | -15.4% | +35.4% | -50.8% | -29.8% |
| 1Y | -26.1% | +37.5% | -63.6% | -39.4% |
| 3Y | +34.0% | +58.3% | -24.3% | -2.3% |
| 5Y | +53.2% | +39.1% | +14.1% | +17.3% |
| All | +66.3% | +154.5% | -88.2% | -16.1% |
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