+265.7%
TSM vs UBER
+54.5%
+211.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -1.9% |
| 7D | +6.2% | +1.6% | +4.6% | +5.7% |
| 30D | -7.3% | +0.6% | -7.8% | -7.6% |
| 3M | -7.1% | -8.2% | +1.0% | -5.1% |
| 6M | +0.2% | -6.7% | +6.9% | +1.1% |
| YTD | +32.2% | -14.7% | +47.0% | +36.7% |
| 1Y | +42.8% | -24.1% | +66.9% | +53.0% |
| 3Y | +330.4% | +33.4% | +297.0% | +277.0% |
| All | +265.7% | +54.5% | +211.2% | +185.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling