+75.9%
UBER vs GH
+117.3%
-41.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.2% | -3.4% |
| 7D | -2.8% | -2.1% | -0.7% | -2.3% |
| 30D | -2.5% | -4.5% | +1.9% | -1.5% |
| 3M | +4.4% | +28.9% | -24.5% | -3.7% |
| 6M | -2.7% | +76.5% | -79.2% | -18.8% |
| YTD | -10.5% | +57.6% | -68.1% | -23.4% |
| 1Y | -22.5% | +167.5% | -190.0% | -44.1% |
| 3Y | +54.8% | +377.4% | -322.6% | -16.6% |
| 5Y | +82.5% | +23.8% | +58.7% | +40.5% |
| All | +75.9% | +117.3% | -41.4% | -3.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling