+81.9%
UBER vs MDY
+43.9%
+38.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +3.0% | +3.2% |
| 7D | -4.5% | -2.5% | -2.0% | -1.6% |
| 30D | -7.6% | -5.0% | -2.6% | -2.1% |
| 3M | +5.8% | +0.5% | +5.3% | +4.8% |
| 6M | +0.3% | +8.0% | -7.7% | -9.0% |
| YTD | -11.2% | +12.2% | -23.3% | -23.3% |
| 1Y | -23.0% | +14.0% | -37.0% | -35.0% |
| 3Y | +53.6% | +48.2% | +5.4% | -10.1% |
| 5Y | +81.9% | +46.1% | +35.8% | +16.6% |
| All | +81.9% | +43.9% | +38.0% | +16.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling