+75.9%
UBER vs MCHP
+89.6%
-13.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.1% | -2.4% | -3.0% |
| 7D | -2.8% | +2.8% | -5.6% | -4.0% |
| 30D | -2.5% | -12.8% | +10.3% | +3.4% |
| 3M | +4.4% | -19.2% | +23.6% | +12.0% |
| 6M | -2.7% | +14.5% | -17.2% | -13.7% |
| YTD | -10.5% | +17.1% | -27.6% | -22.6% |
| 1Y | -22.5% | +15.3% | -37.8% | -33.3% |
| 3Y | +54.8% | +0.5% | +54.3% | +30.0% |
| 5Y | +82.5% | +6.1% | +76.4% | +43.1% |
| All | +75.9% | +89.6% | -13.7% | -10.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling