+712.1%
ASML vs UBER
+69.5%
+642.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.8% | +2.5% | +4.9% |
| 7D | -0.8% | +6.7% | -7.5% | -3.2% |
| 30D | -14.9% | -0.5% | -14.4% | -14.9% |
| 3M | -13.0% | -5.1% | -7.8% | -11.9% |
| 6M | -4.7% | -5.7% | +1.0% | -4.5% |
| YTD | +42.3% | -12.9% | +55.2% | +46.0% |
| 1Y | +49.7% | -22.6% | +72.3% | +60.5% |
| 3Y | +144.3% | +42.2% | +102.1% | +103.6% |
| 5Y | +86.4% | +56.4% | +30.0% | +40.3% |
| All | +712.1% | +69.5% | +642.7% | +408.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UBER.
Daily Out/Under-Performance
Portfolio return minus UBER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UBER 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 UBER 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