+42.5%
UBER vs T
+58.8%
-16.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.3% |
| 7D | +5.1% | +1.0% | +4.1% | +5.2% |
| 30D | +0.2% | -10.6% | +10.8% | -0.5% |
| 3M | -2.7% | -7.7% | +5.1% | -2.9% |
| 6M | -13.4% | -13.3% | -0.1% | -14.5% |
| YTD | -16.1% | -8.8% | -7.3% | -16.8% |
| 1Y | -25.5% | -8.4% | -17.1% | -26.2% |
| 3Y | +42.5% | +59.6% | -17.2% | +65.1% |
| All | +42.5% | +58.8% | -16.4% | +65.1% |
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