+54.8%
UBER vs TAP
-31.5%
+86.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.1% | +0.6% | -2.8% |
| 7D | -2.8% | -2.3% | -0.5% | -2.4% |
| 30D | -2.5% | -9.4% | +6.9% | -1.0% |
| 3M | +4.4% | -0.8% | +5.2% | +4.8% |
| 6M | -2.7% | -14.7% | +12.1% | -0.9% |
| YTD | -10.5% | -13.9% | +3.4% | -9.3% |
| 1Y | -22.5% | -18.6% | -3.9% | -20.6% |
| 3Y | +54.8% | -32.0% | +86.8% | +61.2% |
| All | +54.8% | -31.5% | +86.3% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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