+342.5%
GLW vs UBER
+66.8%
+275.8%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.6% | -1.7% | -3.0% |
| 7D | -11.1% | +5.2% | -16.3% | -12.0% |
| 30D | -28.4% | -2.0% | -26.4% | -28.2% |
| 3M | -28.8% | -10.2% | -18.6% | -27.5% |
| 6M | -39.8% | -7.2% | -32.7% | -39.6% |
| YTD | +28.7% | -14.3% | +43.0% | +31.0% |
| 1Y | +27.7% | -25.6% | +53.3% | +34.0% |
| 3Y | +331.3% | +35.8% | +295.5% | +284.4% |
| 5Y | +233.4% | +61.5% | +172.0% | +170.7% |
| All | +342.5% | +66.8% | +275.8% | +260.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UBER.
Daily Out/Under-Performance
Portfolio return minus UBER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UBER 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 10y: compounded portfolio wealth divided by compounded UBER 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…
10y analysis · Full analysis span regression · 6 months rolling