+46.4%
UBER vs GFI
+287.6%
-241.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | 0.0% | -1.1% |
| 7D | -5.4% | -4.9% | -0.5% | -5.1% |
| 30D | -4.9% | +10.7% | -15.6% | -5.6% |
| 3M | +3.0% | +25.6% | -22.6% | +1.4% |
| 6M | -4.4% | -8.3% | +3.9% | -4.6% |
| YTD | -12.3% | +6.3% | -18.6% | -13.8% |
| 1Y | -24.3% | +22.1% | -46.4% | -26.5% |
| 3Y | +46.4% | +289.2% | -242.7% | +35.2% |
| All | +46.4% | +287.6% | -241.2% | +35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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