+72.4%
UBER vs MO
+134.7%
-62.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.3% |
| 7D | -5.4% | +0.1% | -5.5% | -5.4% |
| 30D | -4.9% | +7.1% | -12.0% | -6.1% |
| 3M | +3.0% | -2.0% | +5.0% | +3.3% |
| 6M | -4.4% | +7.3% | -11.7% | -6.2% |
| YTD | -12.3% | +23.5% | -35.7% | -16.9% |
| 1Y | -24.3% | +11.0% | -35.3% | -26.6% |
| 3Y | +46.4% | +95.0% | -48.6% | +18.3% |
| 5Y | +79.7% | +100.6% | -21.0% | +39.2% |
| All | +72.4% | +134.7% | -62.3% | +20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 MO 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