+324.2%
SMH vs UBER
+78.6%
+245.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.1% | -4.5% | -3.2% |
| 7D | +1.4% | -4.5% | +5.9% | +3.0% |
| 30D | -2.2% | -7.6% | +5.4% | +0.2% |
| 3M | -1.9% | +5.8% | -7.6% | -5.3% |
| 6M | +41.0% | +0.3% | +40.7% | +38.2% |
| YTD | +55.6% | -11.2% | +66.8% | +59.2% |
| 1Y | +86.8% | -23.0% | +109.8% | +101.2% |
| 3Y | +277.7% | +53.6% | +224.1% | +205.0% |
| 5Y | +324.2% | +81.9% | +242.3% | +198.0% |
| All | +324.2% | +78.6% | +245.5% | +198.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling