+1,950.0%
MU vs UBER
+65.9%
+1,884.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.3% | -2.8% |
| 7D | +12.8% | +1.6% | +11.2% | +12.2% |
| 30D | -14.9% | +0.6% | -15.4% | -15.2% |
| 3M | -18.0% | -8.2% | -9.9% | -16.1% |
| 6M | -3.1% | -6.7% | +3.6% | -2.7% |
| YTD | +172.9% | -14.7% | +187.6% | +182.3% |
| 1Y | +228.8% | -24.1% | +252.9% | +255.1% |
| 3Y | +950.8% | +33.4% | +917.4% | +812.2% |
| 5Y | +931.3% | +54.5% | +876.8% | +694.4% |
| All | +1,950.0% | +65.9% | +1,884.1% | +1,294.9% |
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