+1,717.4%
MU vs UBER
+63.3%
+1,654.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.4% | +5.2% |
| 7D | -22.0% | +5.1% | -27.1% | -23.5% |
| 30D | -36.6% | +0.2% | -36.8% | -36.8% |
| 3M | -21.7% | -2.7% | -19.0% | -21.8% |
| 6M | +3.5% | -13.4% | +16.9% | +6.7% |
| YTD | +141.9% | -16.1% | +158.0% | +151.5% |
| 1Y | +189.8% | -25.5% | +215.4% | +215.2% |
| 3Y | +855.4% | +42.5% | +812.9% | +709.8% |
| 5Y | +869.2% | +45.3% | +823.8% | +661.6% |
| All | +1,717.4% | +63.3% | +1,654.1% | +1,142.7% |
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