+59.8%
UBER vs MP
-13.0%
+72.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.5% | -2.7% | +0.2% |
| 7D | +1.6% | +9.5% | -7.9% | -0.1% |
| 30D | +0.6% | -3.0% | +3.6% | +0.8% |
| 3M | -8.2% | -30.4% | +22.2% | -2.5% |
| 6M | -6.7% | -39.2% | +32.5% | +0.3% |
| YTD | -14.7% | -23.3% | +8.6% | -14.3% |
| 1Y | -24.1% | -32.6% | +8.6% | -21.9% |
| 3Y | +33.4% | +159.3% | -125.9% | -23.0% |
| All | +59.8% | -13.0% | +72.8% | +30.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling