+81.9%
UBER vs TEL
+50.4%
+31.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | -4.5% | -2.3% | -2.2% | -3.1% |
| 30D | -7.6% | -6.1% | -1.6% | -4.4% |
| 3M | +5.8% | +1.7% | +4.1% | +3.3% |
| 6M | +0.3% | +1.6% | -1.3% | -3.6% |
| YTD | -11.2% | -9.1% | -2.1% | -9.4% |
| 1Y | -23.0% | -1.7% | -21.3% | -26.7% |
| 3Y | +53.6% | +67.3% | -13.7% | -10.0% |
| 5Y | +81.9% | +52.1% | +29.8% | +16.9% |
| All | +81.9% | +50.4% | +31.5% | +16.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling