+72.4%
UBER vs TW
+155.7%
-83.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -0.7% |
| 7D | -5.4% | -4.5% | -0.9% | -3.3% |
| 30D | -4.9% | -2.3% | -2.6% | -4.0% |
| 3M | +3.0% | +2.6% | +0.5% | +0.6% |
| 6M | -4.4% | -17.5% | +13.1% | +3.5% |
| YTD | -12.3% | -5.3% | -7.0% | -12.2% |
| 1Y | -24.3% | -14.8% | -9.5% | -20.3% |
| 3Y | +46.4% | +18.8% | +27.6% | +21.3% |
| 5Y | +79.7% | +20.7% | +58.9% | +42.9% |
| All | +72.4% | +155.7% | -83.3% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 TW 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