+68.5%
UBER vs GPC
+58.3%
+10.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.8% | -1.2% |
| 7D | +5.2% | +0.4% | +4.8% | +5.1% |
| 30D | -2.0% | -1.8% | -0.2% | -1.3% |
| 3M | -10.2% | -6.6% | -3.6% | -7.5% |
| 6M | -7.2% | +21.3% | -28.5% | -15.6% |
| YTD | -14.3% | +4.3% | -18.5% | -18.1% |
| 1Y | -25.6% | +3.3% | -28.8% | -28.7% |
| 3Y | +35.8% | +0.8% | +35.0% | +25.3% |
| 5Y | +61.5% | +7.4% | +54.1% | +41.0% |
| All | +68.5% | +58.3% | +10.2% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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