+48.3%
UBER vs TXN
+69.4%
-21.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TXN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.1% | +3.1% | +2.4% |
| 7D | -4.5% | +2.0% | -6.4% | -5.0% |
| 30D | -7.6% | -8.0% | +0.4% | -5.7% |
| 3M | +5.8% | -7.8% | +13.5% | +6.6% |
| 6M | +0.3% | +32.4% | -32.1% | -12.9% |
| YTD | -11.2% | +51.7% | -62.9% | -27.9% |
| 1Y | -23.0% | +44.3% | -67.3% | -36.3% |
| All | +48.3% | +69.4% | -21.1% | +12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TXN.
Daily Out/Under-Performance
Portfolio return minus TXN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXN 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 TXN 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