+1,273.3%
AVGO vs UBER
+65.9%
+1,207.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.8% | -5.6% | -5.0% |
| 7D | +18.2% | +1.6% | +16.6% | +17.6% |
| 30D | +0.2% | +0.6% | -0.4% | -0.1% |
| 3M | -16.8% | -8.2% | -8.6% | -15.0% |
| 6M | -16.5% | -6.7% | -9.8% | -15.8% |
| YTD | +0.8% | -14.7% | +15.5% | +3.9% |
| 1Y | +2.8% | -24.1% | +26.9% | +9.8% |
| 3Y | +278.5% | +33.4% | +245.1% | +228.3% |
| 5Y | +573.1% | +54.5% | +518.6% | +424.3% |
| All | +1,273.3% | +65.9% | +1,207.3% | +725.2% |
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