+110.7%
UBER vs TE
-52.9%
+163.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.3% |
| 7D | -5.4% | +0.2% | -5.6% | -5.5% |
| 30D | -4.9% | -5.9% | +1.0% | -4.7% |
| 3M | +3.0% | -45.6% | +48.6% | +7.1% |
| 6M | -4.4% | -43.4% | +39.0% | -3.4% |
| YTD | -12.3% | -31.0% | +18.7% | -14.6% |
| 1Y | -24.3% | +145.2% | -169.5% | -39.0% |
| 3Y | +46.4% | -24.1% | +70.5% | +30.3% |
| 5Y | +79.7% | -48.1% | +127.8% | +59.0% |
| All | +110.7% | -52.9% | +163.6% | +75.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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