+71.0%
UBER vs TMF
-82.7%
+153.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.7% | -1.2% | -2.8% |
| 7D | -7.0% | -0.9% | -6.1% | -7.0% |
| 30D | -8.9% | -1.0% | -7.9% | -8.9% |
| 3M | +1.0% | -11.3% | +12.3% | +1.3% |
| 6M | -3.7% | -22.7% | +19.0% | -3.2% |
| YTD | -13.0% | -17.3% | +4.3% | -12.6% |
| 1Y | -25.5% | -22.5% | -3.1% | -25.1% |
| 3Y | +50.5% | -43.2% | +93.7% | +51.2% |
| 5Y | +76.2% | -88.3% | +164.5% | +75.5% |
| All | +71.0% | -82.7% | +153.7% | +104.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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