+1,037.2%
TSM vs UBER
+68.3%
+968.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.9% | +3.4% | +4.0% |
| 7D | +4.4% | +1.2% | +3.3% | +4.2% |
| 30D | -7.0% | -1.1% | -5.8% | -6.8% |
| 3M | -1.8% | -10.0% | +8.2% | +0.5% |
| 6M | +2.7% | -7.2% | +9.9% | +3.6% |
| YTD | +37.1% | -13.5% | +50.6% | +40.5% |
| 1Y | +43.5% | -24.5% | +68.0% | +52.2% |
| 3Y | +341.5% | +37.0% | +304.5% | +295.1% |
| 5Y | +278.9% | +63.3% | +215.6% | +208.3% |
| All | +1,037.2% | +68.3% | +968.9% | +784.6% |
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