+48.3%
UBER vs TRI
-20.3%
+68.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.3% | +3.4% | +2.5% |
| 7D | -4.5% | -14.4% | +9.9% | 0.0% |
| 30D | -7.6% | -8.1% | +0.5% | -5.5% |
| 3M | +5.8% | +17.5% | -11.8% | +0.2% |
| 6M | +0.3% | -5.0% | +5.2% | +0.8% |
| YTD | -11.2% | -24.7% | +13.5% | -1.3% |
| 1Y | -23.0% | -41.5% | +18.5% | -3.0% |
| All | +48.3% | -20.3% | +68.6% | +35.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling