+54.8%
UBER vs MDB
-5.6%
+60.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.5% | 0.0% | -2.9% |
| 7D | -2.8% | -18.0% | +15.2% | +0.2% |
| 30D | -2.5% | -10.7% | +8.2% | -1.3% |
| 3M | +4.4% | +1.0% | +3.4% | +3.2% |
| 6M | -2.7% | +31.6% | -34.3% | -8.8% |
| YTD | -10.5% | -15.2% | +4.7% | -10.6% |
| 1Y | -22.5% | +10.1% | -32.6% | -26.6% |
| 3Y | +54.8% | -5.6% | +60.4% | +42.4% |
| All | +54.8% | -5.6% | +60.4% | +42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 3y: compounded portfolio wealth divided by compounded MDB 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…
3y analysis · Full analysis span regression · 6 months rolling