+70.0%
UBER vs MPC
+855.3%
-785.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.4% | -2.5% | -0.3% |
| 7D | +1.2% | +2.6% | -1.4% | +0.3% |
| 30D | -1.1% | -12.2% | +11.1% | +2.7% |
| 3M | -10.0% | +20.1% | -30.1% | -16.7% |
| 6M | -7.2% | +60.6% | -67.8% | -23.1% |
| YTD | -13.5% | +150.6% | -164.1% | -40.6% |
| 1Y | -24.5% | +104.7% | -129.1% | -44.0% |
| 3Y | +37.0% | +194.5% | -157.5% | -15.1% |
| 5Y | +63.3% | +582.3% | -519.0% | -31.7% |
| All | +70.0% | +855.3% | -785.2% | -43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 MPC 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