+67.6%
UBER vs TECH
+49.8%
+17.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.8% | +0.8% |
| 7D | +1.6% | +0.1% | +1.5% | +1.5% |
| 30D | +0.6% | +0.5% | +0.1% | +0.4% |
| 3M | -8.2% | +1.1% | -9.3% | -8.5% |
| 6M | -6.7% | +62.8% | -69.5% | -24.5% |
| YTD | -14.7% | +24.5% | -39.2% | -25.5% |
| 1Y | -24.1% | +20.6% | -44.7% | -33.0% |
| 3Y | +33.4% | +29.5% | +3.9% | +2.4% |
| 5Y | +54.5% | -40.9% | +95.4% | +83.8% |
| All | +67.6% | +49.8% | +17.9% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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