+146.1%
UBER vs QS
-47.4%
+193.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.8% | +2.8% | +2.2% |
| 7D | -4.5% | -5.0% | +0.5% | -3.9% |
| 30D | -7.6% | -18.3% | +10.7% | -5.4% |
| 3M | +5.8% | -26.0% | +31.8% | +9.0% |
| 6M | +0.3% | -24.0% | +24.3% | +2.4% |
| YTD | -11.2% | -50.3% | +39.1% | -5.0% |
| 1Y | -23.0% | -38.0% | +15.0% | -21.5% |
| 3Y | +53.6% | -24.6% | +78.2% | +40.2% |
| 5Y | +81.9% | -75.4% | +157.3% | +77.4% |
| All | +146.1% | -47.4% | +193.5% | +158.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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