+72.4%
UBER vs TRU
+22.9%
+49.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -1.7% |
| 7D | -5.4% | -2.7% | -2.7% | -4.0% |
| 30D | -4.9% | -2.0% | -2.9% | -4.1% |
| 3M | +3.0% | +18.4% | -15.4% | -6.3% |
| 6M | -4.4% | +8.9% | -13.3% | -9.7% |
| YTD | -12.3% | -8.9% | -3.3% | -10.6% |
| 1Y | -24.3% | -15.9% | -8.4% | -20.4% |
| 3Y | +46.4% | -1.1% | +47.5% | +28.4% |
| 5Y | +79.7% | -35.2% | +114.9% | +112.9% |
| All | +72.4% | +22.9% | +49.5% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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