+81.9%
UBER vs MO
+99.2%
-17.3%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.3% | +0.8% | +2.2% |
| 7D | -4.5% | -1.0% | -3.5% | -4.6% |
| 30D | -7.6% | +5.8% | -13.4% | -7.2% |
| 3M | +5.8% | -4.5% | +10.3% | +5.5% |
| 6M | +0.3% | +5.7% | -5.5% | +1.1% |
| YTD | -11.2% | +23.1% | -34.3% | -9.7% |
| 1Y | -23.0% | +10.9% | -33.9% | -21.9% |
| 3Y | +53.6% | +96.1% | -42.5% | +53.2% |
| 5Y | +81.9% | +100.1% | -18.2% | +75.6% |
| All | +81.9% | +99.2% | -17.3% | +75.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling