+71.0%
UBER vs GM
+143.4%
-72.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.4% | -0.4% | -1.6% |
| 7D | -7.0% | -1.1% | -5.9% | -6.5% |
| 30D | -8.9% | -4.6% | -4.3% | -6.8% |
| 3M | +1.0% | +0.2% | +0.8% | +0.4% |
| 6M | -3.7% | +12.6% | -16.4% | -10.5% |
| YTD | -13.0% | +3.7% | -16.7% | -16.4% |
| 1Y | -25.5% | +45.6% | -71.2% | -41.3% |
| 3Y | +50.5% | +162.0% | -111.5% | -21.3% |
| 5Y | +76.2% | +80.5% | -4.3% | +10.6% |
| All | +71.0% | +143.4% | -72.4% | -28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 GM 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