+78.9%
UBER vs TRGP
+628.1%
-549.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.7% | -1.1% |
| 7D | -5.4% | +0.1% | -5.5% | -5.4% |
| 30D | -4.9% | +8.0% | -12.9% | -7.2% |
| 3M | +3.0% | +8.3% | -5.2% | -0.1% |
| 6M | -4.4% | +23.9% | -28.3% | -11.9% |
| YTD | -12.3% | +59.6% | -71.9% | -26.3% |
| 1Y | -24.3% | +79.4% | -103.7% | -39.5% |
| 3Y | +46.4% | +269.4% | -223.0% | -15.3% |
| All | +78.9% | +628.1% | -549.2% | -19.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling