+72.4%
UBER vs TEL
+165.1%
-92.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.6% | -4.8% | -3.7% |
| 7D | -5.4% | +1.6% | -7.0% | -6.5% |
| 30D | -4.9% | -0.7% | -4.2% | -5.0% |
| 3M | +3.0% | +2.4% | +0.6% | -0.2% |
| 6M | -4.4% | +4.1% | -8.5% | -10.2% |
| YTD | -12.3% | -5.8% | -6.5% | -12.8% |
| 1Y | -24.3% | +0.9% | -25.2% | -29.4% |
| 3Y | +46.4% | +72.6% | -26.2% | -15.6% |
| 5Y | +79.7% | +57.5% | +22.1% | +11.6% |
| All | +72.4% | +165.1% | -92.7% | -41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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