+81.9%
UBER vs MET
+82.5%
-0.6%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +0.9% | +1.5% |
| 7D | -4.5% | -2.5% | -2.0% | -3.2% |
| 30D | -7.6% | 0.0% | -7.6% | -7.7% |
| 3M | +5.8% | +13.1% | -7.3% | -1.2% |
| 6M | +0.3% | +39.0% | -38.7% | -16.2% |
| YTD | -11.2% | +25.2% | -36.4% | -22.0% |
| 1Y | -23.0% | +25.6% | -48.6% | -32.8% |
| 3Y | +53.6% | +67.1% | -13.5% | +10.6% |
| 5Y | +81.9% | +85.1% | -3.2% | +25.7% |
| All | +81.9% | +82.5% | -0.6% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 MET 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