+46.4%
UBER vs MKSI
+190.8%
-144.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.1% | -3.3% | -1.7% |
| 7D | -5.4% | +2.7% | -8.1% | -6.0% |
| 30D | -4.9% | -12.8% | +7.9% | -2.5% |
| 3M | +3.0% | -22.5% | +25.6% | +5.8% |
| 6M | -4.4% | +19.4% | -23.8% | -14.3% |
| YTD | -12.3% | +67.7% | -80.0% | -30.3% |
| 1Y | -24.3% | +131.4% | -155.7% | -46.7% |
| 3Y | +46.4% | +197.3% | -150.9% | -9.1% |
| All | +46.4% | +190.8% | -144.4% | -9.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling