+1,272.2%
MUU vs UBER
-10.3%
+1,282.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.8% | -6.1% | -5.9% |
| 7D | +24.7% | +1.6% | +23.1% | +23.6% |
| 30D | -35.1% | +0.6% | -35.7% | -35.7% |
| 3M | -44.3% | -8.2% | -36.1% | -41.3% |
| 6M | -44.4% | -6.7% | -37.7% | -45.3% |
| YTD | +244.9% | -14.7% | +259.6% | +275.4% |
| 1Y | +365.6% | -24.1% | +389.7% | +483.1% |
| All | +1,272.2% | -10.3% | +1,282.5% | +1,230.0% |
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