+984.4%
SMH vs UBER
+70.6%
+913.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +1.9% |
| 7D | +0.3% | -5.4% | +5.7% | +2.0% |
| 30D | -2.8% | -4.9% | +2.1% | -1.5% |
| 3M | -6.7% | +3.0% | -9.8% | -8.9% |
| 6M | +41.8% | -4.4% | +46.2% | +41.6% |
| YTD | +57.9% | -12.3% | +70.2% | +61.8% |
| 1Y | +87.6% | -24.3% | +111.9% | +101.6% |
| 3Y | +282.9% | +46.4% | +236.5% | +223.7% |
| 5Y | +330.4% | +79.7% | +250.7% | +220.5% |
| All | +984.4% | +70.6% | +913.7% | +680.1% |
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 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