+75.9%
UBER vs MO
+132.0%
-56.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.0% | -2.4% | -3.3% |
| 7D | -2.8% | -2.0% | -0.8% | -2.4% |
| 30D | -2.5% | -0.3% | -2.3% | -2.5% |
| 3M | +4.4% | -2.9% | +7.3% | +4.8% |
| 6M | -2.7% | +5.8% | -8.4% | -4.3% |
| YTD | -10.5% | +22.0% | -32.5% | -15.0% |
| 1Y | -22.5% | +10.7% | -33.2% | -24.9% |
| 3Y | +54.8% | +94.4% | -39.6% | +24.9% |
| 5Y | +82.5% | +97.2% | -14.7% | +42.1% |
| All | +75.9% | +132.0% | -56.1% | +22.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling