+59.8%
UBER vs GS
+154.8%
-95.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | +1.6% | +5.9% | -4.3% | -1.4% |
| 30D | +0.6% | +4.3% | -3.7% | -1.8% |
| 3M | -8.2% | -11.7% | +3.5% | -2.5% |
| 6M | -6.7% | -3.2% | -3.5% | -8.2% |
| YTD | -14.7% | +5.8% | -20.5% | -21.6% |
| 1Y | -24.1% | +16.0% | -40.1% | -34.5% |
| 3Y | +33.4% | +199.8% | -166.4% | -46.2% |
| All | +59.8% | +154.8% | -95.0% | -26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GS.
Daily Out/Under-Performance
Portfolio return minus GS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GS 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 GS 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