+82.5%
UBER vs TLT
-33.6%
+116.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | -2.8% | +0.4% | -3.2% | -2.8% |
| 30D | -2.5% | -0.3% | -2.2% | -2.5% |
| 3M | +4.4% | -1.7% | +6.1% | +4.6% |
| 6M | -2.7% | -4.9% | +2.2% | -2.3% |
| YTD | -10.5% | -2.8% | -7.7% | -10.3% |
| 1Y | -22.5% | -4.2% | -18.3% | -22.2% |
| 3Y | +54.8% | -1.1% | +55.9% | +53.4% |
| 5Y | +82.5% | -33.7% | +116.2% | +62.2% |
| All | +82.5% | -33.6% | +116.1% | +62.2% |
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