+71.2%
UBER vs GD
+151.4%
-80.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.3% | +1.5% | +2.6% |
| 7D | +6.7% | -3.0% | +9.7% | +8.3% |
| 30D | -0.5% | +9.3% | -9.8% | -5.2% |
| 3M | -5.1% | -7.2% | +2.1% | -1.7% |
| 6M | -5.7% | +5.5% | -11.1% | -9.1% |
| YTD | -12.9% | +9.5% | -22.4% | -18.4% |
| 1Y | -22.6% | +6.4% | -29.1% | -26.5% |
| 3Y | +42.2% | +59.8% | -17.7% | +4.8% |
| 5Y | +56.4% | +98.0% | -41.6% | -3.1% |
| All | +71.2% | +151.4% | -80.2% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 10y: compounded portfolio wealth divided by compounded GD 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…
10y analysis · Full analysis span regression · 6 months rolling