+82.2%
UBER vs MSI
+256.9%
-174.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.2% |
| 7D | -3.9% | -3.7% | -0.2% | -2.0% |
| 30D | +11.1% | +6.8% | +4.3% | +7.0% |
| 3M | +4.9% | +14.3% | -9.4% | -2.5% |
| 6M | -1.2% | -1.3% | +0.2% | -1.5% |
| YTD | -7.3% | +23.1% | -30.4% | -18.6% |
| 1Y | -17.6% | -0.8% | -16.8% | -18.8% |
| 3Y | +61.1% | +70.9% | -9.9% | +11.4% |
| 5Y | +87.9% | +103.3% | -15.4% | +14.2% |
| All | +82.2% | +256.9% | -174.6% | -29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded MSI 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling