+63.3%
UBER vs TFC
-0.5%
+63.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +1.2% | -1.2% | +2.4% | +1.7% |
| 30D | -1.1% | +7.8% | -8.9% | -4.0% |
| 3M | -10.0% | -3.0% | -7.0% | -9.1% |
| 6M | -7.2% | +5.8% | -13.0% | -10.0% |
| YTD | -13.5% | +5.3% | -18.8% | -16.3% |
| 1Y | -24.5% | +15.7% | -40.2% | -29.8% |
| 3Y | +37.0% | +94.8% | -57.8% | -0.6% |
| 5Y | +63.3% | 0.0% | +63.3% | +78.6% |
| All | +63.3% | -0.5% | +63.8% | +78.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TFC.
Daily Out/Under-Performance
Portfolio return minus TFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TFC 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 5y: compounded portfolio wealth divided by compounded TFC 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…
5y analysis · Full analysis span regression · 6 months rolling