+170.9%
UBER vs GEHC
+4.1%
+166.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.4% | -0.4% | -2.1% |
| 7D | -7.0% | -7.6% | +0.6% | -4.7% |
| 30D | -8.9% | -10.7% | +1.7% | -5.7% |
| 3M | +1.0% | -1.2% | +2.2% | +1.3% |
| 6M | -3.7% | -13.7% | +10.0% | 0.0% |
| YTD | -13.0% | -20.4% | +7.4% | -7.7% |
| 1Y | -25.5% | -17.0% | -8.5% | -22.3% |
| 3Y | +50.5% | +0.9% | +49.5% | +46.0% |
| All | +170.9% | +4.1% | +166.8% | +159.7% |
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