-24.5%
UBER vs GD
+7.0%
-31.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | +1.2% | +0.6% | +0.5% | +1.0% |
| 30D | -1.1% | +9.5% | -10.6% | -2.4% |
| 3M | -10.0% | -5.8% | -4.2% | -9.8% |
| 6M | -7.2% | +7.7% | -14.9% | -8.2% |
| YTD | -13.5% | +11.1% | -24.6% | -14.3% |
| 1Y | -24.5% | +6.1% | -30.6% | -24.7% |
| All | -24.5% | +7.0% | -31.5% | -24.7% |
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