+115.0%
UBER vs TE
-48.3%
+163.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +10.0% | -13.5% | -4.4% |
| 7D | -2.8% | +18.2% | -21.0% | -4.3% |
| 30D | -2.5% | -13.5% | +11.0% | -1.6% |
| 3M | +4.4% | -44.6% | +49.0% | +8.3% |
| 6M | -2.7% | -24.7% | +22.0% | -4.5% |
| YTD | -10.5% | -24.3% | +13.8% | -13.5% |
| 1Y | -22.5% | +155.6% | -178.1% | -37.7% |
| 3Y | +54.8% | -18.3% | +73.1% | +37.3% |
| 5Y | +82.5% | -41.3% | +123.8% | +59.4% |
| All | +115.0% | -48.3% | +163.3% | +77.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling