+53.5%
UBER vs GTLB
-49.8%
+103.3%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GTLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.1% | 0.0% | +1.6% |
| 7D | -4.5% | -4.1% | -0.4% | -3.5% |
| 30D | -7.6% | +12.3% | -19.9% | -10.5% |
| 3M | +5.8% | +65.9% | -60.1% | -7.3% |
| 6M | +0.3% | +104.0% | -103.7% | -17.7% |
| YTD | -11.2% | +26.0% | -37.2% | -18.6% |
| 1Y | -23.0% | -3.5% | -19.5% | -25.2% |
| 3Y | +53.6% | -9.6% | +63.2% | +41.2% |
| All | +53.5% | -49.8% | +103.3% | +42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GTLB.
Daily Out/Under-Performance
Portfolio return minus GTLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GTLB 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 GTLB 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