+59.8%
UBER vs TD
+101.4%
-41.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.9% | +0.8% |
| 7D | +1.6% | +1.1% | +0.5% | +1.0% |
| 30D | +0.6% | +5.2% | -4.6% | -2.3% |
| 3M | -8.2% | +1.2% | -9.4% | -9.0% |
| 6M | -6.7% | +17.7% | -24.5% | -16.4% |
| YTD | -14.7% | +34.2% | -48.9% | -29.7% |
| 1Y | -24.1% | +55.4% | -79.5% | -43.1% |
| 3Y | +33.4% | +130.4% | -97.0% | -24.6% |
| All | +59.8% | +101.4% | -41.6% | +0.5% |
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