+49.5%
UBER vs TLT
-34.3%
+83.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +5.1% | +0.1% | +5.0% | +5.1% |
| 30D | +0.2% | +6.2% | -6.0% | -0.5% |
| 3M | -2.7% | +0.1% | -2.7% | -2.7% |
| 6M | -13.4% | -3.0% | -10.4% | -13.1% |
| YTD | -16.1% | -2.7% | -13.3% | -15.8% |
| 1Y | -25.5% | -4.8% | -20.7% | -25.2% |
| 3Y | +42.5% | +6.9% | +35.6% | +39.5% |
| All | +49.5% | -34.3% | +83.8% | +27.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling