+68.5%
UBER vs MAS
+155.5%
-87.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.3% | -1.0% |
| 7D | +5.2% | +3.6% | +1.6% | +3.4% |
| 30D | -2.0% | +23.8% | -25.9% | -11.6% |
| 3M | -10.2% | +14.4% | -24.7% | -16.0% |
| 6M | -7.2% | +19.7% | -26.9% | -16.2% |
| YTD | -14.3% | +36.0% | -50.2% | -29.0% |
| 1Y | -25.6% | +40.4% | -65.9% | -39.6% |
| 3Y | +35.8% | +58.9% | -23.1% | -1.2% |
| 5Y | +61.5% | +44.5% | +16.9% | +21.2% |
| All | +68.5% | +155.5% | -87.0% | -15.1% |
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