+226.8%
SOXX vs UBER
+50.1%
+176.6%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.2% | +3.1% | +2.3% |
| 7D | +1.4% | -5.4% | +6.8% | +3.3% |
| 30D | -3.6% | -4.9% | +1.3% | -2.2% |
| 3M | -10.2% | +3.0% | -13.2% | -12.9% |
| 6M | +54.2% | -4.4% | +58.6% | +53.5% |
| YTD | +75.2% | -12.3% | +87.5% | +80.4% |
| 1Y | +107.5% | -24.3% | +131.8% | +127.3% |
| 3Y | +226.8% | +46.4% | +180.3% | +160.0% |
| All | +226.8% | +50.1% | +176.6% | +160.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling