+163.4%
UBER vs GEHC
+30.8%
+132.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.9% |
| 7D | +0.5% | -2.3% | +2.8% | +1.2% |
| 30D | -3.1% | +19.0% | -22.1% | -8.2% |
| 3M | -8.3% | +13.3% | -21.6% | -11.8% |
| 6M | -9.5% | +31.5% | -41.0% | -16.9% |
| YTD | -15.4% | 0.0% | -15.4% | -16.4% |
| 1Y | -26.1% | +9.4% | -35.5% | -29.2% |
| 3Y | +34.0% | +18.3% | +15.7% | +22.9% |
| All | +163.4% | +30.8% | +132.7% | +135.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 5y: compounded portfolio wealth divided by compounded GEHC 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…
5y analysis · Full analysis span regression · 6 months rolling