+855.4%
MU vs UBER
+43.1%
+812.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.4% | +5.2% |
| 7D | -22.0% | +5.1% | -27.1% | -23.6% |
| 30D | -36.6% | +0.2% | -36.8% | -36.8% |
| 3M | -21.7% | -2.7% | -19.0% | -21.9% |
| 6M | +3.5% | -13.4% | +16.9% | +7.4% |
| YTD | +141.9% | -16.1% | +158.0% | +154.0% |
| 1Y | +189.8% | -25.5% | +215.4% | +223.0% |
| 3Y | +855.4% | +42.5% | +812.9% | +696.1% |
| All | +855.4% | +43.1% | +812.3% | +696.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling