+2,606.7%
MU vs UBER
+69.2%
+2,537.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.8% | +5.6% | +3.8% |
| 7D | +7.5% | -7.0% | +14.5% | +10.3% |
| 30D | +19.4% | -8.9% | +28.3% | +23.0% |
| 3M | +9.8% | +1.0% | +8.8% | +7.7% |
| 6M | +164.1% | -3.7% | +167.9% | +162.4% |
| YTD | +260.3% | -13.0% | +273.3% | +271.7% |
| 1Y | +661.2% | -25.5% | +686.7% | +731.0% |
| 3Y | +1,380.8% | +50.5% | +1,330.4% | +1,133.4% |
| 5Y | +1,346.4% | +76.2% | +1,270.2% | +961.4% |
| All | +2,606.7% | +69.2% | +2,537.4% | +1,736.4% |
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 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