+43.4%
SMH vs UBER
-24.0%
+67.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.9% | -7.7% | -3.0% |
| 7D | -11.2% | +7.0% | -18.2% | -11.6% |
| 30D | -20.4% | +0.6% | -21.0% | -20.4% |
| 3M | -12.4% | -2.9% | -9.5% | -12.5% |
| 6M | -0.5% | -5.5% | +5.0% | -0.7% |
| YTD | +40.0% | -14.5% | +54.5% | +43.9% |
| 1Y | +43.4% | -26.2% | +69.6% | +56.7% |
| All | +43.4% | -24.0% | +67.4% | +56.7% |
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 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