+82.2%
UBER vs GPC
+75.2%
+7.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.8% |
| 7D | -3.9% | +1.2% | -5.1% | -4.4% |
| 30D | +11.1% | +6.0% | +5.2% | +8.4% |
| 3M | +4.9% | +42.6% | -37.7% | -10.9% |
| 6M | -1.2% | +22.8% | -23.9% | -10.6% |
| YTD | -7.3% | +15.5% | -22.7% | -15.3% |
| 1Y | -17.6% | +2.0% | -19.7% | -20.4% |
| 3Y | +61.1% | -1.4% | +62.5% | +51.6% |
| 5Y | +87.9% | +30.6% | +57.3% | +49.0% |
| All | +82.2% | +75.2% | +7.0% | +12.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling