-2.7%
SMCI vs UBER
-18.6%
+15.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.3% | +4.8% | +4.6% |
| 7D | +6.8% | -3.9% | +10.7% | +8.3% |
| 30D | +30.6% | +11.1% | +19.5% | +23.6% |
| 3M | -15.6% | +4.9% | -20.5% | -18.5% |
| 6M | +21.3% | -1.2% | +22.4% | +20.2% |
| YTD | +35.3% | -7.3% | +42.5% | +37.6% |
| 1Y | -2.7% | -17.6% | +14.9% | +10.9% |
| All | -2.7% | -18.6% | +15.9% | +10.9% |
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 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