+33.4%
UBER vs TRGP
+274.3%
-240.9%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.8% |
| 7D | +1.6% | +12.4% | -10.8% | +0.3% |
| 30D | +0.6% | +2.6% | -2.0% | 0.0% |
| 3M | -8.2% | +11.9% | -20.0% | -10.0% |
| 6M | -6.7% | +13.9% | -20.6% | -9.3% |
| YTD | -14.7% | +64.2% | -78.9% | -24.8% |
| 1Y | -24.1% | +78.5% | -102.6% | -34.7% |
| 3Y | +33.4% | +272.9% | -239.5% | -0.4% |
| All | +33.4% | +274.3% | -240.9% | -0.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling