+509.0%
GLW vs UBER
+80.4%
+428.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.3% | +5.9% | +5.7% |
| 7D | +3.8% | -3.9% | +7.6% | +4.6% |
| 30D | -1.3% | +11.1% | -12.5% | -3.9% |
| 3M | -21.8% | +4.9% | -26.7% | -23.2% |
| 6M | +6.9% | -1.2% | +8.1% | +6.0% |
| YTD | +77.2% | -7.3% | +84.4% | +77.8% |
| 1Y | +123.2% | -17.6% | +140.9% | +129.6% |
| 3Y | +400.0% | +61.1% | +338.9% | +329.1% |
| 5Y | +342.8% | +87.9% | +254.9% | +246.8% |
| All | +509.0% | +80.4% | +428.6% | +388.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling