+54.8%
UBER vs T
+105.3%
-50.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.2% | -3.5% |
| 7D | -2.8% | -1.5% | -1.3% | -2.9% |
| 30D | -2.5% | +7.6% | -10.1% | -2.1% |
| 3M | +4.4% | +15.3% | -10.9% | +5.3% |
| 6M | -2.7% | -8.5% | +5.8% | -3.5% |
| YTD | -10.5% | +6.8% | -17.3% | -10.7% |
| 1Y | -22.5% | -7.2% | -15.3% | -22.7% |
| 3Y | +54.8% | +108.2% | -53.4% | +49.0% |
| All | +54.8% | +105.3% | -50.5% | +49.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling