+68.5%
UBER vs MOS
+12.7%
+55.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.5% | -1.9% |
| 7D | +5.2% | +24.8% | -19.6% | -2.4% |
| 30D | -2.0% | +22.7% | -24.7% | -8.9% |
| 3M | -10.2% | -1.2% | -9.0% | -10.8% |
| 6M | -7.2% | +5.5% | -12.7% | -10.8% |
| YTD | -14.3% | -2.0% | -12.3% | -17.3% |
| 1Y | -25.6% | -7.9% | -17.6% | -26.8% |
| 3Y | +35.8% | -25.0% | +60.8% | +37.2% |
| 5Y | +61.5% | -27.7% | +89.2% | +49.2% |
| All | +68.5% | +12.7% | +55.8% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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