+75.9%
UBER vs TPR
+329.3%
-253.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.7% | +0.3% | -2.1% |
| 7D | -2.8% | -3.4% | +0.6% | -1.6% |
| 30D | -2.5% | -27.3% | +24.8% | +8.6% |
| 3M | +4.4% | -16.2% | +20.6% | +10.1% |
| 6M | -2.7% | -17.9% | +15.2% | +2.7% |
| YTD | -10.5% | -7.1% | -3.4% | -10.3% |
| 1Y | -22.5% | +13.6% | -36.1% | -28.5% |
| 3Y | +54.8% | +293.7% | -238.9% | -15.5% |
| 5Y | +82.5% | +239.1% | -156.6% | +2.7% |
| All | +75.9% | +329.3% | -253.4% | -4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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