+628.1%
ASML vs UBER
+63.8%
+564.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.6% | -7.8% | -8.8% |
| 7D | -19.0% | +4.6% | -23.7% | -20.4% |
| 30D | -25.9% | -0.4% | -25.5% | -26.0% |
| 3M | -19.1% | +0.9% | -19.9% | -20.0% |
| 6M | -5.7% | -5.7% | 0.0% | -5.6% |
| YTD | +27.6% | -15.8% | +43.4% | +32.5% |
| 1Y | +30.8% | -25.8% | +56.6% | +42.3% |
| 3Y | +116.2% | +44.0% | +72.2% | +79.2% |
| 5Y | +67.7% | +45.8% | +21.9% | +29.3% |
| All | +628.1% | +63.8% | +564.3% | +361.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling