+72.4%
UBER vs TECH
+48.2%
+24.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -5.4% | -0.4% | -5.0% | -5.2% |
| 30D | -4.9% | 0.0% | -4.9% | -4.9% |
| 3M | +3.0% | +33.7% | -30.6% | -9.2% |
| 6M | -4.4% | +34.9% | -39.3% | -18.5% |
| YTD | -12.3% | +23.2% | -35.4% | -23.0% |
| 1Y | -24.3% | +36.3% | -60.6% | -37.8% |
| 3Y | +46.4% | +2.3% | +44.2% | +29.0% |
| 5Y | +79.7% | -42.9% | +122.6% | +116.4% |
| All | +72.4% | +48.2% | +24.2% | +1.0% |
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