+81.9%
UBER vs TD
+122.4%
-40.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.2% | +1.6% |
| 7D | -4.5% | -2.6% | -1.9% | -3.0% |
| 30D | -7.6% | -1.0% | -6.6% | -7.3% |
| 3M | +5.8% | +5.6% | +0.1% | +1.5% |
| 6M | +0.3% | +27.1% | -26.8% | -14.5% |
| YTD | -11.2% | +29.4% | -40.6% | -25.3% |
| 1Y | -23.0% | +60.7% | -83.7% | -43.8% |
| 3Y | +53.6% | +127.6% | -74.0% | -13.6% |
| 5Y | +81.9% | +125.4% | -43.5% | +3.9% |
| All | +81.9% | +122.4% | -40.5% | +3.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling