+82.2%
UBER vs MSCI
+180.1%
-97.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | -3.9% | +0.4% | -4.3% | -4.1% |
| 30D | +11.1% | +0.6% | +10.6% | +10.5% |
| 3M | +4.9% | -7.1% | +12.0% | +8.6% |
| 6M | -1.2% | +0.8% | -2.0% | -3.0% |
| YTD | -7.3% | +1.0% | -8.3% | -9.7% |
| 1Y | -17.6% | +4.3% | -21.9% | -22.2% |
| 3Y | +61.1% | +9.9% | +51.1% | +40.2% |
| 5Y | +87.9% | -6.8% | +94.7% | +76.0% |
| All | +82.2% | +180.1% | -97.8% | -29.4% |
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