UBER
Uber Technologies Inc
TREND FOLLOWING PERFORMANCE HISTORY
2026-09-10
Executive Summary
The quantitative backtest for UBER (Uber Technologies Inc) using the Moving Average (50/200)* strategy in a Investing context demonstrated its primary role in risk mitigation, experiencing a maximum drawdown of -40.8% (compared to the benchmark's drawdown of -57.7%). Over the evaluated period, this protective approach generated a Compound Annual Growth Rate (CAGR) of 4.1%, compared to a Buy-and-Hold benchmark return of 8.6%. The strategy executed 13 total trades.
* Moving Average (50/200): Classic Moving Average Crossover (e.g., 50-day crossing 200-day). The foundational basis of research-grade trend following.
* Moving Average (50/200): Classic Moving Average Crossover (e.g., 50-day crossing 200-day). The foundational basis of research-grade trend following.
📊 Strategy Model 4 Models Available
Compare quantitative moving average overlays for UBER:
Excess Return MMA
Advanced Ensemble: Uses multiple signal layers for maximum trend stability and noise reduction.
Excess Return MMA CA
Advanced Dynamic Sleeve: MMA ensemble signals on the primary asset combined with a momentum-based cash alternative ETF rotation.
Excess Return SMA
Standard Signal: Classical quantitative trend following optimized for reliable directionality.
Moving Average (50/200) Active Model
Moving Average: The baseline 50/200-day crossover model used by technical analysts worldwide.
🎯 Trading Horizon
Select risk profile & execution style for UBER:
🛡️ Long-Term Investing Active Horizon
Ideal for wealth preservation and multi-year horizons. Optimized for low turnover and tax efficiency.
⚔️ Tactical Trading
Ideal for active capital rotation and momentum-first accounts. Optimized for high sensitivity to price shifts.
Switch to MMA to enable
🛡️ UBER Drawdown Shield & Downside Protection
Why Drawdown Dictates Longevity →Peak Drawdown Defense
-40.8% (vs -57.7% B&H)
+16.9% shallower drawdown
Drawdown Shield
16.9% Cut
Protected capital vs -57.7% B&H
Capital Sheltered from Risk
53.5% of Time
Earning Treasury yield during downturns
* Drawdown Shield demonstrates how systematic trend-following bounded historical drawdowns and protected principal capital compared to passive Buy & Hold.
📊 UBER Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | Full | |||
|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| Max Drawdown | -18.68% | -34.13% | -40.78% | -57.69% | -40.78% | -57.69% |
| Sharpe Ratio | -0.37 | -0.73 | 0.16 | 0.27 | 0.16 | 0.19 |
| Sortino Ratio | -0.27 | -1.15 | 0.17 | 0.42 | 0.17 | 0.29 |
| CAGR | -6.25% | -22.99% | 4.19% | 12.71% | 4.08% | 8.62% |
| % Time Invested | 27.8% | 100.0% | 47.8% | 100.0% | 46.5% | 100.0% |
| Trades / Year | 2.0 | 0.0 | 2.6 | 0.0 | 2.5 | 0.0 |
Cumulative Growth Performance
Return Distribution Analysis
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Explore Correlation Across Horizons →Top 5 non-correlated asset sleeves evaluated on 1Y daily percentage returns (Pearson r). Compare them side-by-side in Compare Studio to analyze portfolio diversification.
| Diversifier Asset | Category | 1Y Correlation (r) | Action |
|---|---|---|---|
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Trade History
This log shows every signal-driven transition. Completed trades reflect standard market cycles. An Open or Mark-to-Market exit denotes an active position (either in the primary asset or a cash/yield sleeve) valued at the current price for reporting purposes. Interest entries record yield accrued from cash or cash alternatives (like BIL) during out-of-market defensive periods.
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason | |
|---|---|---|---|---|---|---|---|---|
| 🔒 Active Positions & Recent Execution Signals Hidden Trading on delayed data carries high execution risk. Current allocations, pending next-day rebalances, and active execution signals (last 60 days) require a Premium subscription. Subscribe to Unlock | ||||||||
| 2026-03-05 | 2026-03-11 | Completed | 100% | $76.59 | $74.54 | -2.73% | Stop | |
| 2026-01-07 | 2026-03-05 | Interest (CASH) | 100% | $1.00 | $1.01 | 0.56% | Interest Income | |
| 2025-12-16 | 2026-01-07 | Completed | 100% | $81.75 | $86.24 | 5.45% | Signal | |
| 2025-11-21 | 2025-12-16 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.24% | Interest Income | |
| 2025-04-30 | 2025-11-21 | Completed | 100% | $77.77 | $83.97 | 7.92% | Stop | |
| 2025-04-07 | 2025-04-30 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.27% | Interest Income | |
| 2025-03-12 | 2025-04-07 | Completed | 100% | $72.31 | $62.52 | -13.58% | Stop | |
| 2024-12-12 | 2025-03-12 | Interest (CASH) | 100% | $1.00 | $1.01 | 1.00% | Interest Income | |
| 2024-11-25 | 2024-12-12 | Completed | 100% | $72.60 | $63.17 | -13.04% | Stop | |
| 2024-11-01 | 2024-11-25 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.29% | Interest Income | |
| 2024-10-16 | 2024-11-01 | Completed | 100% | $82.93 | $73.94 | -10.89% | Stop | |
| 2024-09-24 | 2024-10-16 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.29% | Interest Income | |
| 2024-08-22 | 2024-09-24 | Completed | 100% | $73.55 | $76.00 | 3.28% | Signal | |
| 2024-07-31 | 2024-08-22 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.33% | Interest Income | |
| 2024-05-14 | 2024-07-31 | Completed | 100% | $65.85 | $63.88 | -3.04% | Stop | |
| 2024-04-22 | 2024-05-14 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.34% | Interest Income | |
| 2023-11-20 | 2024-04-22 | Completed | 100% | $53.83 | $70.48 | 30.87% | Stop | |
| 2023-10-27 | 2023-11-20 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.34% | Interest Income | |
| 2023-04-04 | 2023-10-27 | Completed | 100% | $31.94 | $41.21 | 28.96% | Stop | |
| 2023-03-13 | 2023-04-04 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.30% | Interest Income | |
| 2023-01-13 | 2023-03-13 | Completed | 100% | $28.68 | $30.58 | 6.59% | Stop | |
| 2022-08-22 | 2023-01-13 | Interest (CASH) | 100% | $1.00 | $1.02 | 1.53% | Interest Income | |
| 2022-08-05 | 2022-08-22 | Completed | 100% | $31.20 | $28.34 | -9.21% | Stop | |
| 2021-11-01 | 2022-08-05 | Interest (CASH) | 100% | $1.00 | $1.01 | 0.58% | Interest Income | |
| 2021-09-27 | 2021-11-01 | Completed | 100% | $46.77 | $44.07 | -5.82% | Stop | |
| 2021-07-22 | 2021-09-27 | Interest (CASH) | 100% | $1.00 | $1.00 | 0.01% | Interest Income | |