+59.8%
UBER vs MPC
+600.5%
-540.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.7% |
| 7D | +1.6% | +11.2% | -9.6% | -0.7% |
| 30D | +0.6% | -14.5% | +15.1% | +3.7% |
| 3M | -8.2% | +16.7% | -24.8% | -12.1% |
| 6M | -6.7% | +67.6% | -74.3% | -18.7% |
| YTD | -14.7% | +157.9% | -172.6% | -35.3% |
| 1Y | -24.1% | +116.7% | -140.7% | -39.2% |
| 3Y | +33.4% | +199.8% | -166.4% | -6.9% |
| All | +59.8% | +600.5% | -540.7% | -27.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling