+1,835.9%
SMCI vs UBER
+69.2%
+1,766.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.8% | -0.5% | -2.2% |
| 7D | +5.2% | -7.0% | +12.2% | +8.3% |
| 30D | +23.7% | -8.9% | +32.7% | +27.8% |
| 3M | -4.2% | +1.0% | -5.2% | -5.8% |
| 6M | +21.7% | -3.7% | +25.5% | +22.5% |
| YTD | +33.0% | -13.0% | +46.0% | +38.6% |
| 1Y | -9.3% | -25.5% | +16.2% | +0.6% |
| 3Y | +38.7% | +50.5% | -11.8% | +21.4% |
| 5Y | +967.2% | +76.2% | +891.0% | +742.6% |
| All | +1,835.9% | +69.2% | +1,766.6% | +1,305.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling