+724.3%
SOXX vs UBER
+72.8%
+651.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.1% | -4.8% | -3.4% |
| 7D | +3.0% | -4.5% | +7.5% | +4.5% |
| 30D | -3.1% | -7.6% | +4.5% | -0.9% |
| 3M | -4.4% | +5.8% | -10.2% | -7.5% |
| 6M | +52.9% | +0.3% | +52.6% | +50.0% |
| YTD | +72.0% | -11.2% | +83.2% | +75.5% |
| 1Y | +105.1% | -23.0% | +128.1% | +119.4% |
| 3Y | +220.6% | +53.6% | +167.0% | +165.6% |
| 5Y | +244.8% | +81.9% | +162.9% | +154.0% |
| All | +724.3% | +72.8% | +651.6% | +483.5% |
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