+68.7%
UBER vs DT
+75.7%
-7.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | +1.6% | +3.1% | -1.5% | +0.2% |
| 30D | +0.6% | -29.5% | +30.1% | +15.8% |
| 3M | -8.2% | -11.7% | +3.6% | -5.0% |
| 6M | -6.7% | +29.0% | -35.7% | -20.4% |
| YTD | -14.7% | +3.4% | -18.1% | -21.1% |
| 1Y | -24.1% | -4.2% | -19.8% | -27.1% |
| 3Y | +33.4% | -12.8% | +46.2% | +29.8% |
| 5Y | +54.5% | -39.6% | +94.0% | +67.6% |
| All | +68.7% | +75.7% | -7.0% | -4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DT.
Daily Out/Under-Performance
Portfolio return minus DT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DT 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 DT 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