+71.0%
UBER vs TDG
+222.7%
-151.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.7% | -1.1% | -1.7% |
| 7D | -7.0% | -2.4% | -4.6% | -5.5% |
| 30D | -8.9% | -8.0% | -0.9% | -3.8% |
| 3M | +1.0% | -10.5% | +11.5% | +8.0% |
| 6M | -3.7% | -11.9% | +8.2% | +2.9% |
| YTD | -13.0% | -15.4% | +2.3% | -4.8% |
| 1Y | -25.5% | -14.2% | -11.3% | -19.6% |
| 3Y | +50.5% | +51.0% | -0.6% | +5.3% |
| 5Y | +76.2% | +126.5% | -50.3% | -7.5% |
| All | +71.0% | +222.7% | -151.7% | -33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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