+48.3%
UBER vs MO
+95.5%
-47.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.3% | +0.8% | +2.3% |
| 7D | -4.5% | -1.0% | -3.5% | -4.7% |
| 30D | -7.6% | +5.8% | -13.4% | -6.7% |
| 3M | +5.8% | -4.5% | +10.3% | +5.1% |
| 6M | +0.3% | +5.7% | -5.5% | +2.4% |
| YTD | -11.2% | +23.1% | -34.3% | -6.7% |
| 1Y | -23.0% | +10.9% | -33.9% | -20.2% |
| All | +48.3% | +95.5% | -47.3% | +58.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling