+82.2%
UBER vs TFC
+46.7%
+35.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.3% | -0.3% |
| 7D | -3.9% | +2.4% | -6.3% | -4.9% |
| 30D | +11.1% | -1.3% | +12.4% | +11.6% |
| 3M | +4.9% | +6.1% | -1.1% | +1.5% |
| 6M | -1.2% | +7.3% | -8.5% | -5.2% |
| YTD | -7.3% | +8.2% | -15.5% | -11.7% |
| 1Y | -17.6% | +14.4% | -32.1% | -23.9% |
| 3Y | +61.1% | +93.7% | -32.7% | +12.7% |
| 5Y | +87.9% | +16.4% | +71.5% | +65.6% |
| All | +82.2% | +46.7% | +35.6% | +25.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling