+722.4%
ASML vs UBER
+68.3%
+654.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +1.4% |
| 7D | +2.5% | +1.2% | +1.4% | +2.2% |
| 30D | -12.2% | -1.1% | -11.1% | -12.0% |
| 3M | -14.6% | -10.0% | -4.6% | -11.9% |
| 6M | -1.7% | -7.2% | +5.4% | -1.0% |
| YTD | +44.3% | -13.5% | +57.8% | +48.4% |
| 1Y | +51.0% | -24.5% | +75.5% | +63.3% |
| 3Y | +137.6% | +37.0% | +100.6% | +100.7% |
| 5Y | +92.7% | +63.3% | +29.4% | +43.0% |
| All | +722.4% | +68.3% | +654.1% | +416.2% |
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