+81.9%
UBER vs TE
-49.6%
+131.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -6.7% | +8.8% | +2.6% |
| 7D | -4.5% | +0.9% | -5.4% | -4.6% |
| 30D | -7.6% | -16.3% | +8.7% | -6.5% |
| 3M | +5.8% | -40.8% | +46.5% | +8.8% |
| 6M | +0.3% | -42.6% | +42.9% | +1.1% |
| YTD | -11.2% | -31.4% | +20.2% | -13.4% |
| 1Y | -23.0% | +144.9% | -167.9% | -37.6% |
| 3Y | +53.6% | -26.0% | +79.6% | +41.1% |
| 5Y | +81.9% | -48.5% | +130.4% | +60.0% |
| All | +81.9% | -49.6% | +131.5% | +60.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling