+71.2%
UBER vs TER
+432.5%
-361.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +12.7% | -9.0% | -0.3% |
| 7D | +6.7% | -5.8% | +12.4% | +7.8% |
| 30D | -0.5% | -38.9% | +38.4% | +14.9% |
| 3M | -5.1% | -35.1% | +30.0% | +5.0% |
| 6M | -5.7% | -31.6% | +25.9% | -4.0% |
| YTD | -12.9% | +27.2% | -40.1% | -36.5% |
| 1Y | -22.6% | +35.2% | -57.9% | -45.4% |
| 3Y | +42.2% | +192.8% | -150.6% | -39.8% |
| 5Y | +56.4% | +72.4% | -16.0% | -16.1% |
| All | +71.2% | +432.5% | -361.3% | -53.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling