+72.4%
UBER vs TD
+192.8%
-120.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.7% |
| 7D | -5.4% | -0.5% | -4.9% | -5.0% |
| 30D | -4.9% | -1.9% | -3.0% | -3.9% |
| 3M | +3.0% | +4.8% | -1.7% | -0.9% |
| 6M | -4.4% | +28.0% | -32.4% | -20.1% |
| YTD | -12.3% | +30.3% | -42.6% | -27.7% |
| 1Y | -24.3% | +59.8% | -84.1% | -46.0% |
| 3Y | +46.4% | +124.7% | -78.3% | -19.6% |
| 5Y | +79.7% | +127.0% | -47.3% | -2.2% |
| All | +72.4% | +192.8% | -120.4% | -15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 10y: compounded portfolio wealth divided by compounded TD 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…
10y analysis · Full analysis span regression · 6 months rolling