+82.2%
UBER vs T
+84.9%
-2.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.7% | +0.2% |
| 7D | -3.9% | -1.3% | -2.6% | -3.6% |
| 30D | +11.1% | +11.4% | -0.2% | +8.3% |
| 3M | +4.9% | +14.3% | -9.4% | +1.3% |
| 6M | -1.2% | -9.3% | +8.1% | +0.9% |
| YTD | -7.3% | +7.1% | -14.4% | -10.0% |
| 1Y | -17.6% | -9.1% | -8.5% | -16.3% |
| 3Y | +61.1% | +105.3% | -44.3% | +20.9% |
| 5Y | +87.9% | +66.8% | +21.1% | +50.2% |
| All | +82.2% | +84.9% | -2.6% | +23.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling