+2,577.2%
MU vs UBER
+80.4%
+2,496.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.3% | +6.4% | +6.2% |
| 7D | +9.0% | -3.9% | +12.9% | +10.5% |
| 30D | +13.8% | +11.1% | +2.7% | +9.0% |
| 3M | +2.1% | +4.9% | -2.8% | -1.1% |
| 6M | +153.8% | -1.2% | +155.0% | +150.0% |
| YTD | +256.4% | -7.3% | +263.7% | +259.5% |
| 1Y | +719.8% | -17.6% | +737.4% | +762.7% |
| 3Y | +1,360.4% | +61.1% | +1,299.3% | +1,087.4% |
| 5Y | +1,312.4% | +87.9% | +1,224.5% | +913.2% |
| All | +2,577.2% | +80.4% | +2,496.8% | +1,676.2% |
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