+81.9%
UBER vs TXG
-64.0%
+145.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.4% | +3.4% | +2.4% |
| 7D | -4.5% | +5.0% | -9.5% | -5.8% |
| 30D | -7.6% | +13.5% | -21.1% | -10.9% |
| 3M | +5.8% | +128.0% | -122.3% | -15.9% |
| 6M | +0.3% | +224.4% | -224.2% | -28.5% |
| YTD | -11.2% | +307.0% | -318.2% | -41.1% |
| 1Y | -23.0% | +427.2% | -450.2% | -53.7% |
| 3Y | +53.6% | +40.2% | +13.4% | +26.4% |
| 5Y | +81.9% | -64.0% | +145.9% | +100.9% |
| All | +81.9% | -64.0% | +145.9% | +100.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TXG.
Daily Out/Under-Performance
Portfolio return minus TXG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXG 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 5y: compounded portfolio wealth divided by compounded TXG 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…
5y analysis · Full analysis span regression · 6 months rolling