+48.3%
UBER vs MCHP
-3.5%
+51.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.0% | +4.0% | +2.6% |
| 7D | -4.5% | -2.1% | -2.4% | -4.0% |
| 30D | -7.6% | -11.1% | +3.5% | -4.9% |
| 3M | +5.8% | -18.1% | +23.8% | +9.8% |
| 6M | +0.3% | +10.8% | -10.5% | -6.1% |
| YTD | -11.2% | +14.2% | -25.4% | -18.4% |
| 1Y | -23.0% | +13.5% | -36.4% | -29.6% |
| All | +48.3% | -3.5% | +51.8% | +32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MCHP.
Daily Out/Under-Performance
Portfolio return minus MCHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCHP 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 MCHP 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