+78.9%
UBER vs TXN
+60.4%
+18.4%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.8% | -5.0% | -2.8% |
| 7D | -5.4% | +4.0% | -9.4% | -6.9% |
| 30D | -4.9% | -2.9% | -2.0% | -4.1% |
| 3M | +3.0% | -9.1% | +12.1% | +5.3% |
| 6M | -4.4% | +36.6% | -41.0% | -22.4% |
| YTD | -12.3% | +57.5% | -69.8% | -35.0% |
| 1Y | -24.3% | +49.5% | -73.8% | -42.5% |
| 3Y | +46.4% | +76.5% | -30.1% | -7.8% |
| All | +78.9% | +60.4% | +18.4% | +18.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling