+82.2%
UBER vs TECK
+246.1%
-163.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | -3.9% | -0.3% | -3.5% | -3.8% |
| 30D | +11.1% | +4.6% | +6.5% | +9.5% |
| 3M | +4.9% | +2.8% | +2.1% | +2.8% |
| 6M | -1.2% | +24.9% | -26.1% | -10.0% |
| YTD | -7.3% | +44.7% | -52.0% | -20.5% |
| 1Y | -17.6% | +112.0% | -129.6% | -38.5% |
| 3Y | +61.1% | +67.6% | -6.5% | +24.8% |
| 5Y | +87.9% | +200.3% | -112.5% | +6.5% |
| All | +82.2% | +246.1% | -163.8% | -29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 TECK 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