+87.6%
SMH vs UBER
-24.2%
+111.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +1.7% |
| 7D | +0.3% | -5.4% | +5.7% | +1.1% |
| 30D | -2.8% | -4.9% | +2.1% | -2.2% |
| 3M | -6.7% | +3.0% | -9.8% | -8.9% |
| 6M | +41.8% | -4.4% | +46.2% | +41.3% |
| YTD | +57.9% | -12.3% | +70.2% | +62.3% |
| 1Y | +87.6% | -24.3% | +111.9% | +105.8% |
| All | +87.6% | -24.2% | +111.8% | +105.8% |
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