-24.1%
UBER vs GD
+5.9%
-29.9%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | +1.6% | +2.7% | -1.1% | +1.3% |
| 30D | +0.6% | +8.6% | -8.0% | -0.5% |
| 3M | -8.2% | -7.1% | -1.1% | -7.8% |
| 6M | -6.7% | +7.5% | -14.2% | -7.7% |
| YTD | -14.7% | +9.9% | -24.6% | -15.1% |
| 1Y | -24.1% | +7.6% | -31.6% | -24.3% |
| All | -24.1% | +5.9% | -29.9% | -24.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling