+55.3%
UBER vs BTDR
+19.6%
+35.7%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.7% | -5.0% | -1.4% |
| 7D | -5.4% | -3.4% | -2.0% | -5.2% |
| 30D | -4.9% | +32.6% | -37.5% | -6.6% |
| 3M | +3.0% | -32.2% | +35.3% | +4.5% |
| 6M | -4.4% | +52.4% | -56.8% | -8.0% |
| YTD | -12.3% | +6.7% | -19.0% | -14.5% |
| 1Y | -24.3% | -15.2% | -9.1% | -26.0% |
| 3Y | +46.4% | +14.9% | +31.6% | +32.1% |
| 5Y | +79.7% | +20.8% | +58.9% | +49.0% |
| All | +55.3% | +19.6% | +35.7% | +29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 10y: compounded portfolio wealth divided by compounded BTDR 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…
10y analysis · Full analysis span regression · 6 months rolling