-26.1%
UBER vs TMF
-29.9%
+3.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.4% | +2.2% | -1.2% |
| 7D | +0.5% | -8.2% | +8.7% | +2.4% |
| 30D | -3.1% | +5.3% | -8.4% | -3.9% |
| 3M | -8.3% | -8.5% | +0.2% | -6.7% |
| 6M | -9.5% | -17.2% | +7.7% | -6.1% |
| YTD | -15.4% | -23.4% | +8.0% | -12.2% |
| 1Y | -26.1% | -30.2% | +4.1% | -24.3% |
| All | -26.1% | -29.9% | +3.7% | -24.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling