+82.2%
UBER vs MDB
+174.7%
-92.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.1% | +3.8% | +0.9% |
| 7D | -3.9% | -17.4% | +13.6% | +1.2% |
| 30D | +11.1% | -2.0% | +13.1% | +10.6% |
| 3M | +4.9% | -3.0% | +7.9% | +3.9% |
| 6M | -1.2% | +48.7% | -49.8% | -15.6% |
| YTD | -7.3% | -12.1% | +4.9% | -9.0% |
| 1Y | -17.6% | +14.5% | -32.1% | -26.5% |
| 3Y | +61.1% | -6.1% | +67.2% | +36.5% |
| 5Y | +87.9% | -27.3% | +115.2% | +51.3% |
| All | +82.2% | +174.7% | -92.4% | -37.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling