+72.4%
UBER vs GNRC
+224.5%
-152.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.9% | -4.2% | -2.1% |
| 7D | -5.4% | -0.2% | -5.2% | -5.4% |
| 30D | -4.9% | -15.7% | +10.8% | -0.3% |
| 3M | +3.0% | -27.3% | +30.4% | +11.5% |
| 6M | -4.4% | -12.1% | +7.7% | -4.4% |
| YTD | -12.3% | +37.1% | -49.4% | -26.0% |
| 1Y | -24.3% | -0.5% | -23.8% | -29.5% |
| 3Y | +46.4% | +61.5% | -15.1% | +9.3% |
| 5Y | +79.7% | -58.6% | +138.2% | +108.4% |
| All | +72.4% | +224.5% | -152.1% | -30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 10y: compounded portfolio wealth divided by compounded GNRC 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…
10y analysis · Full analysis span regression · 6 months rolling