+2,396.1%
MUU vs UBER
-7.7%
+2,403.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -0.1% |
| 7D | -8.2% | -5.4% | -2.8% | -4.2% |
| 30D | +10.2% | -4.9% | +15.1% | +13.7% |
| 3M | -26.5% | +3.0% | -29.6% | -34.0% |
| 6M | +227.2% | -4.4% | +231.6% | +215.7% |
| YTD | +527.4% | -12.3% | +539.7% | +573.4% |
| 1Y | +1,843.7% | -24.3% | +1,868.0% | +2,392.5% |
| All | +2,396.1% | -7.7% | +2,403.8% | +2,285.9% |
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