+504.3%
MUU vs UBER
-24.0%
+528.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +4.9% | -18.9% | -14.6% |
| 7D | -35.9% | +7.0% | -42.9% | -36.6% |
| 30D | -47.1% | +0.6% | -47.7% | -47.0% |
| 3M | -29.8% | -2.9% | -26.9% | -29.9% |
| 6M | +16.0% | -5.5% | +21.5% | +14.1% |
| YTD | +286.1% | -14.5% | +300.6% | +341.7% |
| 1Y | +504.3% | -26.2% | +530.5% | +740.8% |
| All | +504.3% | -24.0% | +528.4% | +740.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling