+82.2%
UBER vs GD
+148.3%
-66.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | +0.7% |
| 7D | -3.9% | -5.3% | +1.4% | -1.2% |
| 30D | +11.1% | -6.4% | +17.5% | +15.0% |
| 3M | +4.9% | +5.7% | -0.8% | +1.3% |
| 6M | -1.2% | -0.9% | -0.2% | -1.5% |
| YTD | -7.3% | +8.2% | -15.4% | -12.4% |
| 1Y | -17.6% | +13.4% | -31.1% | -24.5% |
| 3Y | +61.1% | +68.5% | -7.4% | +14.3% |
| 5Y | +87.9% | +97.2% | -9.3% | +16.5% |
| All | +82.2% | +148.3% | -66.0% | -5.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling