+165.6%
UBER vs GEHC
+32.6%
+132.9%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.4% |
| 7D | +1.6% | +0.8% | +0.8% | +1.4% |
| 30D | +0.6% | +21.3% | -20.7% | -5.2% |
| 3M | -8.2% | +12.6% | -20.7% | -11.5% |
| 6M | -6.7% | +34.3% | -41.0% | -14.9% |
| YTD | -14.7% | +1.4% | -16.1% | -16.1% |
| 1Y | -24.1% | +12.5% | -36.5% | -27.9% |
| 3Y | +33.4% | +19.2% | +14.2% | +22.0% |
| All | +165.6% | +32.6% | +132.9% | +136.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling