+72.4%
UBER vs TRGP
+823.0%
-750.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.7% | -1.0% |
| 7D | -5.4% | +0.1% | -5.5% | -5.4% |
| 30D | -4.9% | +8.0% | -12.9% | -7.9% |
| 3M | +3.0% | +8.3% | -5.2% | -1.0% |
| 6M | -4.4% | +23.9% | -28.3% | -13.6% |
| YTD | -12.3% | +59.6% | -71.9% | -28.5% |
| 1Y | -24.3% | +79.4% | -103.7% | -41.6% |
| 3Y | +46.4% | +269.4% | -223.0% | -18.2% |
| 5Y | +79.7% | +641.6% | -562.0% | -26.5% |
| All | +72.4% | +823.0% | -750.6% | -58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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