+382.5%
GLW vs UBER
+79.0%
+303.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -3.5% | +11.0% | +8.2% |
| 7D | +14.0% | -2.8% | +16.8% | +14.5% |
| 30D | +0.4% | -2.5% | +2.9% | +0.5% |
| 3M | -11.3% | +4.4% | -15.7% | -12.8% |
| 6M | +35.1% | -2.7% | +37.7% | +34.3% |
| YTD | +90.5% | -10.5% | +101.0% | +92.4% |
| 1Y | +132.0% | -22.5% | +154.5% | +141.0% |
| 3Y | +463.3% | +54.8% | +408.5% | +393.2% |
| 5Y | +382.5% | +82.5% | +300.0% | +284.8% |
| All | +382.5% | +79.0% | +303.5% | +284.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling