+44.6%
SMCI vs UBER
+50.1%
-5.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.2% | +8.5% | +8.1% |
| 7D | +1.3% | -5.4% | +6.7% | +4.9% |
| 30D | +6.6% | -4.9% | +11.5% | +9.6% |
| 3M | +25.4% | +3.0% | +22.4% | +18.1% |
| 6M | +26.1% | -4.4% | +30.5% | +27.1% |
| YTD | +37.0% | -12.3% | +49.3% | +45.3% |
| 1Y | -8.8% | -24.3% | +15.5% | +7.9% |
| 3Y | +44.6% | +46.4% | -1.8% | +10.1% |
| All | +44.6% | +50.1% | -5.5% | +10.1% |
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