+72.4%
UBER vs TRI
+78.6%
-6.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -2.1% |
| 7D | -5.4% | -7.9% | +2.5% | -1.4% |
| 30D | -4.9% | -4.5% | -0.4% | -3.2% |
| 3M | +3.0% | +22.1% | -19.1% | -9.3% |
| 6M | -4.4% | -2.8% | -1.6% | -5.9% |
| YTD | -12.3% | -23.4% | +11.1% | -0.9% |
| 1Y | -24.3% | -41.5% | +17.2% | +3.4% |
| 3Y | +46.4% | -19.2% | +65.7% | +48.0% |
| 5Y | +79.7% | -9.4% | +89.1% | +59.8% |
| All | +72.4% | +78.6% | -6.2% | -22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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