+42.5%
UBER vs TER
+150.3%
-107.8%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -2.8% | -0.6% |
| 7D | +5.1% | -20.5% | +25.6% | +8.0% |
| 30D | +0.2% | -47.0% | +47.2% | +8.4% |
| 3M | -2.7% | -43.3% | +40.6% | +3.4% |
| 6M | -13.4% | -42.9% | +29.5% | -10.6% |
| YTD | -16.1% | +12.9% | -28.9% | -30.0% |
| 1Y | -25.5% | +18.2% | -43.7% | -38.9% |
| 3Y | +42.5% | +151.8% | -109.3% | -14.4% |
| All | +42.5% | +150.3% | -107.8% | -14.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling