+74.5%
UBER vs GE
+571.1%
-496.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.3% |
| 7D | -4.5% | -2.8% | -1.7% | -3.2% |
| 30D | -7.6% | -11.9% | +4.3% | -2.2% |
| 3M | +5.8% | +1.8% | +3.9% | +3.8% |
| 6M | +0.3% | -0.6% | +0.9% | -1.3% |
| YTD | -11.2% | +5.5% | -16.7% | -15.7% |
| 1Y | -23.0% | +15.0% | -37.9% | -30.0% |
| 3Y | +53.6% | +269.5% | -215.9% | -24.6% |
| 5Y | +81.9% | +422.4% | -340.5% | -26.4% |
| All | +74.5% | +571.1% | -496.6% | -42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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