+71.0%
UBER vs TLT
-18.8%
+89.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.8% |
| 7D | -7.0% | -0.3% | -6.8% | -7.0% |
| 30D | -8.9% | 0.0% | -8.9% | -8.9% |
| 3M | +1.0% | -2.9% | +3.9% | +1.2% |
| 6M | -3.7% | -6.3% | +2.5% | -3.4% |
| YTD | -13.0% | -3.3% | -9.7% | -12.8% |
| 1Y | -25.5% | -4.2% | -21.3% | -25.3% |
| 3Y | +50.5% | -1.7% | +52.1% | +49.7% |
| 5Y | +76.2% | -34.9% | +111.0% | +72.4% |
| All | +71.0% | -18.8% | +89.8% | +104.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TLT.
Daily Out/Under-Performance
Portfolio return minus TLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLT 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 10y: compounded portfolio wealth divided by compounded TLT 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…
10y analysis · Full analysis span regression · 6 months rolling