+63.7%
UBER vs TER
+249.3%
-185.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.5% | -5.7% | -1.2% |
| 7D | -3.9% | +0.6% | -4.5% | -4.0% |
| 30D | +11.1% | -8.3% | +19.4% | +12.2% |
| 3M | +4.9% | -12.2% | +17.1% | +4.4% |
| 6M | -1.2% | +17.1% | -18.2% | -10.6% |
| YTD | -7.3% | +84.7% | -92.0% | -27.7% |
| 1Y | -17.6% | +199.9% | -217.6% | -46.0% |
| All | +63.7% | +249.3% | -185.5% | -9.2% |
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 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