+664.6%
ASML vs UBER
+63.3%
+601.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.3% | +5.3% | +5.1% |
| 7D | -9.0% | +5.1% | -14.1% | -10.7% |
| 30D | -21.0% | +0.2% | -21.2% | -21.2% |
| 3M | -16.3% | -2.7% | -13.6% | -16.2% |
| 6M | -7.5% | -13.4% | +5.8% | -4.5% |
| YTD | +34.0% | -16.1% | +50.0% | +39.2% |
| 1Y | +39.3% | -25.5% | +64.8% | +51.3% |
| 3Y | +128.9% | +42.5% | +86.4% | +90.4% |
| 5Y | +76.1% | +45.3% | +30.7% | +35.9% |
| All | +664.6% | +63.3% | +601.3% | +384.9% |
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