+61.5%
UBER vs TXT
+14.4%
+47.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.2% | -2.5% |
| 7D | +5.2% | -1.1% | +6.2% | +5.7% |
| 30D | -2.0% | +17.1% | -19.1% | -10.6% |
| 3M | -10.2% | -2.6% | -7.6% | -9.5% |
| 6M | -7.2% | -4.6% | -2.6% | -6.5% |
| YTD | -14.3% | -0.3% | -13.9% | -17.1% |
| 1Y | -25.6% | +5.9% | -31.5% | -30.9% |
| 3Y | +35.8% | +14.4% | +21.4% | +13.8% |
| 5Y | +61.5% | +15.9% | +45.6% | +30.6% |
| All | +61.5% | +14.4% | +47.1% | +30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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