-25.5%
UBER vs MP
-37.2%
+11.7%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.9% | -5.2% | -0.7% |
| 7D | +5.1% | -10.5% | +15.6% | +6.0% |
| 30D | +0.2% | -23.5% | +23.7% | +2.4% |
| 3M | -2.7% | -25.4% | +22.8% | -0.5% |
| 6M | -13.4% | -51.3% | +37.9% | -8.1% |
| YTD | -16.1% | -29.9% | +13.9% | -16.8% |
| 1Y | -25.5% | -31.8% | +6.3% | -25.7% |
| All | -25.5% | -37.2% | +11.7% | -25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 1y: compounded portfolio wealth divided by compounded MP 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…
1y analysis · Full analysis span regression · 6 months rolling