+65.0%
UBER vs GD
+145.8%
-80.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | +0.1% |
| 7D | +5.1% | -5.0% | +10.1% | +7.8% |
| 30D | +0.2% | +8.9% | -8.7% | -4.4% |
| 3M | -2.7% | -8.0% | +5.4% | +1.4% |
| 6M | -13.4% | +2.9% | -16.3% | -15.5% |
| YTD | -16.1% | +7.1% | -23.1% | -20.5% |
| 1Y | -25.5% | +5.9% | -31.5% | -29.1% |
| 3Y | +42.5% | +53.9% | -11.4% | +7.2% |
| 5Y | +45.3% | +95.4% | -50.1% | -9.5% |
| All | +65.0% | +145.8% | -80.8% | -14.1% |
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