+1,894.0%
SMCI vs UBER
+70.6%
+1,823.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.2% | +8.5% | +7.8% |
| 7D | +1.3% | -5.4% | +6.7% | +3.4% |
| 30D | +6.6% | -4.9% | +11.5% | +8.4% |
| 3M | +25.4% | +3.0% | +22.4% | +21.8% |
| 6M | +26.1% | -4.4% | +30.5% | +27.3% |
| YTD | +37.0% | -12.3% | +49.3% | +42.2% |
| 1Y | -8.8% | -24.3% | +15.5% | +0.4% |
| 3Y | +44.6% | +46.4% | -1.8% | +27.5% |
| 5Y | +995.9% | +79.7% | +916.3% | +758.9% |
| All | +1,894.0% | +70.6% | +1,823.4% | +1,342.0% |
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 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