+994.3%
SMH vs UBER
+74.1%
+920.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.5% | +4.7% | +2.3% |
| 7D | +5.2% | -2.8% | +8.0% | +6.2% |
| 30D | -1.5% | -2.5% | +1.0% | -1.1% |
| 3M | -4.1% | +4.4% | -8.5% | -6.6% |
| 6M | +50.8% | -2.7% | +53.4% | +49.7% |
| YTD | +59.3% | -10.5% | +69.8% | +62.3% |
| 1Y | +94.1% | -22.5% | +116.6% | +107.0% |
| 3Y | +286.7% | +54.8% | +231.9% | +221.2% |
| 5Y | +339.4% | +82.5% | +256.9% | +225.7% |
| All | +994.3% | +74.1% | +920.2% | +682.5% |
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