+67.6%
UBER vs TER
+440.2%
-372.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.4% | +6.2% | +2.5% |
| 7D | +1.6% | +14.4% | -12.8% | -3.0% |
| 30D | +0.6% | -30.6% | +31.1% | +11.1% |
| 3M | -8.2% | -39.2% | +31.0% | +4.1% |
| 6M | -6.7% | -31.3% | +24.6% | -5.2% |
| YTD | -14.7% | +29.1% | -43.8% | -38.2% |
| 1Y | -24.1% | +47.4% | -71.5% | -48.5% |
| 3Y | +33.4% | +191.2% | -157.8% | -43.3% |
| 5Y | +54.5% | +74.0% | -19.5% | -17.4% |
| All | +67.6% | +440.2% | -372.5% | -55.2% |
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