-26.2%
UBER vs MDY
+17.5%
-43.7%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.6% | +4.3% | +4.6% |
| 7D | +7.0% | +1.7% | +5.3% | +6.1% |
| 30D | +0.6% | +1.2% | -0.6% | -0.1% |
| 3M | -2.9% | -3.5% | +0.5% | -1.1% |
| 6M | -5.5% | +3.5% | -9.0% | -7.7% |
| YTD | -14.5% | +13.6% | -28.1% | -20.8% |
| 1Y | -26.2% | +17.1% | -43.2% | -33.4% |
| All | -26.2% | +17.5% | -43.7% | -33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 1y: compounded portfolio wealth divided by compounded MDY 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…
1y analysis · Full analysis span regression · 6 months rolling