-26.2%
UBER vs TER
+42.7%
-68.9%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -6.8% | +11.7% | +4.8% |
| 7D | +7.0% | -19.9% | +26.9% | +6.7% |
| 30D | +0.6% | -43.5% | +44.1% | -0.1% |
| 3M | -2.9% | -37.8% | +34.8% | -3.4% |
| 6M | -5.5% | -25.6% | +20.1% | -7.7% |
| YTD | -14.5% | +29.8% | -44.3% | -25.5% |
| 1Y | -26.2% | +43.2% | -69.4% | -38.1% |
| All | -26.2% | +42.7% | -68.9% | -38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 1y: compounded portfolio wealth divided by compounded TER 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…
1y analysis · Full analysis span regression · 6 months rolling