-24.1%
UBER vs TER
+41.9%
-65.9%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.4% | +6.2% | +0.8% |
| 7D | +1.6% | +14.4% | -12.8% | +1.7% |
| 30D | +0.6% | -30.6% | +31.1% | -0.1% |
| 3M | -8.2% | -39.2% | +31.0% | -8.7% |
| 6M | -6.7% | -31.3% | +24.6% | -8.6% |
| YTD | -14.7% | +29.1% | -43.8% | -27.6% |
| 1Y | -24.1% | +47.4% | -71.5% | -39.3% |
| All | -24.1% | +41.9% | -65.9% | -39.3% |
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