+72.4%
UBER vs NEM
+413.1%
-340.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.8% | -1.3% |
| 7D | -5.4% | -1.0% | -4.4% | -5.3% |
| 30D | -4.9% | +7.8% | -12.7% | -6.2% |
| 3M | +3.0% | +30.2% | -27.2% | -1.8% |
| 6M | -4.4% | +9.6% | -14.0% | -6.8% |
| YTD | -12.3% | +27.8% | -40.1% | -17.6% |
| 1Y | -24.3% | +60.7% | -85.0% | -32.4% |
| 3Y | +46.4% | +245.3% | -198.8% | +10.0% |
| 5Y | +79.7% | +155.3% | -75.7% | +38.2% |
| All | +72.4% | +413.1% | -340.7% | +42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NEM.
Daily Out/Under-Performance
Portfolio return minus NEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEM 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 NEM 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