+82.5%
UBER vs GPC
+29.0%
+53.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.9% | -0.6% | -2.4% |
| 7D | -2.8% | +0.2% | -3.0% | -2.9% |
| 30D | -2.5% | -0.4% | -2.1% | -2.3% |
| 3M | +4.4% | +39.2% | -34.8% | -7.6% |
| 6M | -2.7% | +18.2% | -20.9% | -8.8% |
| YTD | -10.5% | +12.1% | -22.6% | -16.1% |
| 1Y | -22.5% | -0.7% | -21.8% | -23.7% |
| 3Y | +54.8% | -1.7% | +56.5% | +46.5% |
| 5Y | +82.5% | +29.3% | +53.2% | +38.5% |
| All | +82.5% | +29.0% | +53.5% | +38.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling