+78.9%
UBER vs TNA
-23.3%
+102.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.6% |
| 7D | -5.4% | -7.3% | +1.9% | -2.9% |
| 30D | -4.9% | -14.2% | +9.3% | +0.1% |
| 3M | +3.0% | -4.6% | +7.6% | +3.9% |
| 6M | -4.4% | +36.9% | -41.3% | -16.8% |
| YTD | -12.3% | +42.5% | -54.8% | -25.8% |
| 1Y | -24.3% | +45.8% | -70.1% | -37.5% |
| 3Y | +46.4% | +104.7% | -58.2% | -10.0% |
| All | +78.9% | -23.3% | +102.2% | +57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 TNA 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