+59.8%
UBER vs GH
+45.9%
+13.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.0% | +2.9% | +1.3% |
| 7D | +1.6% | +0.6% | +1.1% | +1.5% |
| 30D | +0.6% | -6.9% | +7.5% | +1.8% |
| 3M | -8.2% | -4.9% | -3.2% | -7.9% |
| 6M | -6.7% | +54.1% | -60.8% | -17.8% |
| YTD | -14.7% | +48.5% | -63.2% | -24.9% |
| 1Y | -24.1% | +61.2% | -85.2% | -34.7% |
| 3Y | +33.4% | +570.3% | -536.9% | -30.7% |
| All | +59.8% | +45.9% | +13.9% | +15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 GH 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