+74.5%
UBER vs GPN
-35.4%
+110.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.8% | +0.3% | +1.2% |
| 7D | -4.5% | -3.5% | -1.0% | -2.8% |
| 30D | -7.6% | +3.1% | -10.7% | -9.2% |
| 3M | +5.8% | +42.3% | -36.5% | -12.0% |
| 6M | +0.3% | +20.9% | -20.6% | -10.2% |
| YTD | -11.2% | +15.2% | -26.4% | -19.7% |
| 1Y | -23.0% | +5.4% | -28.4% | -27.8% |
| 3Y | +53.6% | -27.4% | +81.0% | +67.8% |
| 5Y | +81.9% | -44.2% | +126.1% | +126.3% |
| All | +74.5% | -35.4% | +110.0% | +84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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