+81.2%
UBER vs TECH
-42.1%
+123.3%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.4% |
| 7D | -2.8% | +0.2% | -3.0% | -2.9% |
| 30D | -2.5% | +0.1% | -2.7% | -2.6% |
| 3M | +4.4% | +37.5% | -33.1% | -7.2% |
| 6M | -2.7% | +34.6% | -37.2% | -14.9% |
| YTD | -10.5% | +23.5% | -34.0% | -19.9% |
| 1Y | -22.5% | +34.4% | -56.9% | -34.2% |
| 3Y | +54.8% | +2.3% | +52.5% | +39.8% |
| All | +81.2% | -42.1% | +123.3% | +110.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling