+35.3%
UBER vs GEN
+69.2%
-33.9%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.2% | +0.5% |
| 7D | +1.2% | -0.8% | +2.0% | +1.3% |
| 30D | -1.1% | +31.2% | -32.3% | -6.3% |
| 3M | -10.0% | +6.1% | -16.1% | -11.3% |
| 6M | -7.2% | +38.1% | -45.3% | -12.8% |
| YTD | -13.5% | +14.4% | -27.9% | -16.4% |
| 1Y | -24.5% | +15.1% | -39.6% | -27.1% |
| All | +35.3% | +69.2% | -33.9% | +21.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling