-25.5%
UBER vs T
-8.9%
-16.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.8% | -1.0% | -3.1% |
| 7D | -7.0% | -3.1% | -3.9% | -7.5% |
| 30D | -8.9% | +4.6% | -13.5% | -8.1% |
| 3M | +1.0% | +12.2% | -11.2% | +3.2% |
| 6M | -3.7% | -6.5% | +2.7% | -7.7% |
| YTD | -13.0% | +4.9% | -17.9% | -13.7% |
| 1Y | -25.5% | -10.5% | -15.0% | -32.5% |
| All | -25.5% | -8.9% | -16.7% | -32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T 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 1y: compounded portfolio wealth divided by compounded T 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…
1y analysis · Full analysis span regression · 6 months rolling