+76.2%
UBER vs GEN
+20.0%
+56.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.6% | -2.8% |
| 7D | -7.0% | -2.9% | -4.1% | -6.3% |
| 30D | -8.9% | +2.1% | -11.0% | -9.5% |
| 3M | +1.0% | +19.7% | -18.7% | -3.6% |
| 6M | -3.7% | +33.3% | -37.0% | -11.0% |
| YTD | -13.0% | +11.1% | -24.1% | -15.9% |
| 1Y | -25.5% | +3.0% | -28.5% | -26.7% |
| 3Y | +50.5% | +57.9% | -7.4% | +28.1% |
| 5Y | +76.2% | +20.6% | +55.6% | +52.7% |
| All | +76.2% | +20.0% | +56.2% | +52.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling