+75.9%
UBER vs TXN
+183.1%
-107.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.7% | -3.6% |
| 7D | -2.8% | +2.2% | -5.0% | -3.9% |
| 30D | -2.5% | -9.5% | +7.0% | +2.1% |
| 3M | +4.4% | -10.5% | +14.9% | +7.9% |
| 6M | -2.7% | +35.4% | -38.0% | -23.0% |
| YTD | -10.5% | +51.8% | -62.3% | -34.7% |
| 1Y | -22.5% | +42.9% | -65.4% | -41.8% |
| 3Y | +54.8% | +71.3% | -16.5% | -3.5% |
| 5Y | +82.5% | +58.0% | +24.5% | +18.8% |
| All | +75.9% | +183.1% | -107.1% | -25.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling