+65.0%
UBER vs MSCI
+213.3%
-148.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | +1.1% |
| 7D | +5.1% | +2.8% | +2.3% | +3.4% |
| 30D | +0.2% | +15.4% | -15.2% | -8.1% |
| 3M | -2.7% | +13.4% | -16.1% | -10.1% |
| 6M | -13.4% | +10.9% | -24.3% | -19.7% |
| YTD | -16.1% | +13.0% | -29.0% | -23.8% |
| 1Y | -25.5% | +12.0% | -37.6% | -32.1% |
| 3Y | +42.5% | +34.1% | +8.4% | +8.8% |
| 5Y | +45.3% | +3.9% | +41.5% | +28.2% |
| All | +65.0% | +213.3% | -148.3% | -40.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling