+82.2%
UBER vs TPR
+345.9%
-263.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -3.9% | -2.3% | -1.6% | -3.0% |
| 30D | +11.1% | -23.0% | +34.1% | +21.2% |
| 3M | +4.9% | -12.5% | +17.4% | +8.9% |
| 6M | -1.2% | -21.4% | +20.3% | +6.0% |
| YTD | -7.3% | -3.5% | -3.8% | -8.3% |
| 1Y | -17.6% | +17.4% | -35.0% | -24.9% |
| 3Y | +61.1% | +291.3% | -230.2% | -11.8% |
| 5Y | +87.9% | +241.9% | -154.0% | +5.3% |
| All | +82.2% | +345.9% | -263.7% | -2.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling