+2,423.9%
MUU vs UBER
-6.6%
+2,430.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +2.1% | -11.4% | -11.1% |
| 7D | +3.6% | -4.5% | +8.0% | +7.2% |
| 30D | +22.3% | -7.6% | +29.9% | +29.0% |
| 3M | -8.2% | +5.8% | -14.0% | -19.4% |
| 6M | +256.3% | +0.3% | +256.1% | +226.8% |
| YTD | +534.4% | -11.2% | +545.6% | +573.9% |
| 1Y | +2,163.5% | -23.0% | +2,186.5% | +2,758.1% |
| All | +2,423.9% | -6.6% | +2,430.4% | +2,287.9% |
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 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