+78.9%
UBER vs MCHP
+3.6%
+75.3%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.7% | -4.9% | -2.6% |
| 7D | -5.4% | 0.0% | -5.4% | -5.5% |
| 30D | -4.9% | -6.0% | +1.1% | -2.9% |
| 3M | +3.0% | -19.7% | +22.7% | +9.9% |
| 6M | -4.4% | +14.0% | -18.4% | -14.0% |
| YTD | -12.3% | +18.4% | -30.7% | -23.3% |
| 1Y | -24.3% | +17.1% | -41.4% | -34.2% |
| 3Y | +46.4% | +0.7% | +45.7% | +26.0% |
| All | +78.9% | +3.6% | +75.3% | +47.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling