+75.9%
UBER vs TRGP
+835.9%
-760.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.5% | -4.9% | -4.0% |
| 7D | -2.8% | -0.6% | -2.2% | -2.6% |
| 30D | -2.5% | +14.6% | -17.1% | -7.7% |
| 3M | +4.4% | +11.9% | -7.6% | -1.1% |
| 6M | -2.7% | +25.3% | -27.9% | -12.4% |
| YTD | -10.5% | +61.9% | -72.4% | -27.5% |
| 1Y | -22.5% | +87.3% | -109.8% | -41.2% |
| 3Y | +54.8% | +268.0% | -213.2% | -13.4% |
| 5Y | +82.5% | +638.2% | -555.7% | -25.1% |
| All | +75.9% | +835.9% | -760.0% | -58.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling