+564.9%
GLW vs UBER
+69.2%
+495.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.8% | +4.3% | +2.1% |
| 7D | +16.9% | -7.0% | +23.9% | +18.6% |
| 30D | +7.0% | -8.9% | +15.9% | +8.8% |
| 3M | -3.0% | +1.0% | -4.0% | -4.1% |
| 6M | +31.0% | -3.7% | +34.7% | +30.5% |
| YTD | +93.4% | -13.0% | +106.4% | +96.6% |
| 1Y | +134.7% | -25.5% | +160.3% | +146.6% |
| 3Y | +471.8% | +50.5% | +421.3% | +397.5% |
| 5Y | +394.5% | +76.2% | +318.3% | +292.3% |
| All | +564.9% | +69.2% | +495.6% | +440.4% |
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