+70.0%
UBER vs TECH
+49.6%
+20.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +1.2% | +0.1% | +1.1% | +1.1% |
| 30D | -1.1% | +0.3% | -1.5% | -1.3% |
| 3M | -10.0% | +1.0% | -11.0% | -10.4% |
| 6M | -7.2% | +54.0% | -61.2% | -23.1% |
| YTD | -13.5% | +24.3% | -37.8% | -24.4% |
| 1Y | -24.5% | +23.7% | -48.2% | -34.2% |
| 3Y | +37.0% | +28.5% | +8.6% | +5.7% |
| 5Y | +63.3% | -41.2% | +104.5% | +94.9% |
| All | +70.0% | +49.6% | +20.4% | -0.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling