+2,036.9%
MU vs UBER
+68.3%
+1,968.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.9% | +11.0% | +11.6% |
| 7D | +2.0% | +1.2% | +0.9% | +1.8% |
| 30D | -18.0% | -1.1% | -16.8% | -17.8% |
| 3M | -6.6% | -10.0% | +3.4% | -3.7% |
| 6M | +2.0% | -7.2% | +9.2% | +2.6% |
| YTD | +184.5% | -13.5% | +198.0% | +192.8% |
| 1Y | +236.9% | -24.5% | +261.4% | +264.7% |
| 3Y | +987.0% | +37.0% | +949.9% | +834.7% |
| 5Y | +1,014.6% | +63.3% | +951.3% | +742.3% |
| All | +2,036.9% | +68.3% | +1,968.6% | +1,346.8% |
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