+702.4%
ASML vs UBER
+65.9%
+636.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.4% |
| 7D | +4.9% | +1.6% | +3.3% | +4.4% |
| 30D | -9.3% | +0.6% | -9.8% | -9.6% |
| 3M | -19.0% | -8.2% | -10.8% | -16.9% |
| 6M | -5.2% | -6.7% | +1.5% | -4.6% |
| YTD | +40.6% | -14.7% | +55.3% | +45.4% |
| 1Y | +47.5% | -24.1% | +71.6% | +59.2% |
| 3Y | +133.9% | +33.4% | +100.5% | +99.5% |
| 5Y | +83.8% | +54.5% | +29.3% | +39.0% |
| All | +702.4% | +65.9% | +636.5% | +406.2% |
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