-37.6%
SMCI vs UBER
-24.0%
-13.5%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +4.9% | -10.6% | -6.9% |
| 7D | -17.3% | +7.0% | -24.4% | -18.9% |
| 30D | -31.5% | +0.6% | -32.0% | -31.5% |
| 3M | -6.6% | -2.9% | -3.7% | -6.9% |
| 6M | +6.0% | -5.5% | +11.5% | +6.5% |
| YTD | +1.1% | -14.5% | +15.6% | +5.3% |
| 1Y | -37.6% | -26.2% | -11.4% | -26.5% |
| All | -37.6% | -24.0% | -13.5% | -26.5% |
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