+82.2%
UBER vs TECH
+48.8%
+33.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.3% |
| 7D | -3.9% | +0.1% | -4.0% | -3.9% |
| 30D | +11.1% | +0.7% | +10.4% | +10.8% |
| 3M | +4.9% | +36.3% | -31.4% | -8.4% |
| 6M | -1.2% | +25.6% | -26.7% | -13.0% |
| YTD | -7.3% | +23.7% | -31.0% | -18.8% |
| 1Y | -17.6% | +37.6% | -55.3% | -32.7% |
| 3Y | +61.1% | -6.6% | +67.6% | +50.0% |
| 5Y | +87.9% | -42.2% | +130.1% | +125.0% |
| All | +82.2% | +48.8% | +33.4% | +6.6% |
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 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