+1,313.8%
AVGO vs UBER
+80.4%
+1,233.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -3.0% | -3.9% | +0.9% | -1.8% |
| 30D | -14.4% | +11.1% | -25.6% | -17.6% |
| 3M | -14.4% | +4.9% | -19.3% | -16.6% |
| 6M | +13.1% | -1.2% | +14.3% | +11.9% |
| YTD | +3.8% | -7.3% | +11.1% | +4.5% |
| 1Y | +17.8% | -17.6% | +35.4% | +22.7% |
| 3Y | +325.3% | +61.1% | +264.2% | +247.9% |
| 5Y | +689.9% | +87.9% | +602.0% | +473.4% |
| All | +1,313.8% | +80.4% | +1,233.4% | +730.1% |
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