-26.2%
UBER vs MKSI
+40.1%
-66.3%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -5.0% | +9.9% | +4.7% |
| 7D | +7.0% | -10.7% | +17.7% | +6.7% |
| 30D | +0.6% | -30.5% | +31.1% | -0.4% |
| 3M | -2.9% | -39.2% | +36.2% | -4.0% |
| 6M | -5.5% | -33.0% | +27.5% | -9.1% |
| YTD | -14.5% | +22.3% | -36.8% | -25.3% |
| 1Y | -26.2% | +42.7% | -68.9% | -38.2% |
| All | -26.2% | +40.1% | -66.3% | -38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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