+72.4%
UBER vs MKC
-23.2%
+95.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.7% | -1.3% |
| 7D | -5.4% | -1.5% | -3.9% | -5.3% |
| 30D | -4.9% | -3.1% | -1.8% | -4.7% |
| 3M | +3.0% | +5.2% | -2.1% | +2.9% |
| 6M | -4.4% | -12.8% | +8.4% | -3.8% |
| YTD | -12.3% | -23.3% | +11.0% | -11.3% |
| 1Y | -24.3% | -24.1% | -0.2% | -23.4% |
| 3Y | +46.4% | -32.1% | +78.5% | +49.1% |
| 5Y | +79.7% | -32.8% | +112.5% | +82.0% |
| All | +72.4% | -23.2% | +95.6% | +71.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 10y: compounded portfolio wealth divided by compounded MKC 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…
10y analysis · Full analysis span regression · 6 months rolling