+54.8%
UBER vs TEAM
-14.9%
+69.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -6.9% | +3.5% | -2.2% |
| 7D | -2.8% | -5.7% | +2.9% | -1.8% |
| 30D | -2.5% | +18.3% | -20.9% | -5.9% |
| 3M | +4.4% | +80.2% | -75.8% | -8.4% |
| 6M | -2.7% | +111.0% | -113.6% | -18.6% |
| YTD | -10.5% | +8.8% | -19.3% | -13.1% |
| 1Y | -22.5% | +2.2% | -24.7% | -23.7% |
| 3Y | +54.8% | -14.6% | +69.4% | +50.1% |
| All | +54.8% | -14.9% | +69.7% | +50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 3y: compounded portfolio wealth divided by compounded TEAM 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…
3y analysis · Full analysis span regression · 6 months rolling