+78.9%
UBER vs MKSI
+84.1%
-5.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.1% | -3.3% | -1.9% |
| 7D | -5.4% | +2.7% | -8.1% | -6.3% |
| 30D | -4.9% | -12.8% | +7.9% | -1.3% |
| 3M | +3.0% | -22.5% | +25.6% | +7.2% |
| 6M | -4.4% | +19.4% | -23.8% | -17.0% |
| YTD | -12.3% | +67.7% | -80.0% | -34.7% |
| 1Y | -24.3% | +131.4% | -155.7% | -51.7% |
| 3Y | +46.4% | +197.3% | -150.9% | -25.3% |
| All | +78.9% | +84.1% | -5.2% | +27.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling