-23.4%
UBER vs TER
+213.3%
-236.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +4.2% | -7.7% | -3.6% |
| 7D | -2.8% | +11.0% | -13.8% | -3.0% |
| 30D | -2.5% | -1.9% | -0.6% | -2.6% |
| 3M | +4.4% | -0.7% | +5.0% | +3.2% |
| 6M | -2.7% | +36.4% | -39.0% | -7.8% |
| YTD | -10.5% | +92.4% | -102.9% | -20.8% |
| All | -23.4% | +213.3% | -236.6% | -37.1% |
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