+74.5%
UBER vs GEN
+219.4%
-144.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.4% | +1.9% |
| 7D | -4.5% | -4.3% | -0.1% | -3.1% |
| 30D | -7.6% | +3.8% | -11.4% | -8.8% |
| 3M | +5.8% | +22.3% | -16.5% | -0.8% |
| 6M | +0.3% | +39.0% | -38.7% | -10.3% |
| YTD | -11.2% | +11.9% | -23.1% | -15.2% |
| 1Y | -23.0% | +4.5% | -27.5% | -24.9% |
| 3Y | +53.6% | +59.0% | -5.4% | +25.9% |
| 5Y | +81.9% | +22.0% | +59.9% | +59.4% |
| All | +74.5% | +219.4% | -144.9% | -9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling