+711.1%
AVGO vs UBER
+77.3%
+633.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.8% | +1.7% | -0.4% |
| 7D | -0.8% | -7.0% | +6.2% | +1.2% |
| 30D | -13.7% | -8.9% | -4.8% | -11.7% |
| 3M | -6.9% | +1.0% | -7.9% | -8.2% |
| 6M | +5.8% | -3.7% | +9.5% | +5.4% |
| YTD | +5.7% | -13.0% | +18.7% | +8.2% |
| 1Y | +9.0% | -25.5% | +34.6% | +16.5% |
| 3Y | +340.5% | +50.5% | +290.0% | +279.8% |
| 5Y | +711.1% | +76.2% | +634.9% | +542.4% |
| All | +711.1% | +77.3% | +633.8% | +542.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling