+71.2%
UBER vs MSCI
+216.0%
-144.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.8% | +2.9% | +3.3% |
| 7D | +6.7% | +1.5% | +5.2% | +5.8% |
| 30D | -0.5% | +14.4% | -14.9% | -8.2% |
| 3M | -5.1% | +15.2% | -20.3% | -13.1% |
| 6M | -5.7% | +11.2% | -16.9% | -12.7% |
| YTD | -12.9% | +13.9% | -26.8% | -21.3% |
| 1Y | -22.6% | +12.5% | -35.1% | -29.6% |
| 3Y | +42.2% | +32.3% | +9.9% | +9.8% |
| 5Y | +56.4% | +4.9% | +51.5% | +37.2% |
| All | +71.2% | +216.0% | -144.8% | -38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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