+66.3%
UBER vs GE
+586.1%
-519.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.5% | +1.3% | -0.6% |
| 7D | +0.5% | +5.1% | -4.6% | -1.9% |
| 30D | -3.1% | +7.6% | -10.6% | -6.5% |
| 3M | -8.3% | -9.3% | +1.0% | -4.5% |
| 6M | -9.5% | +11.5% | -21.0% | -15.5% |
| YTD | -15.4% | +7.9% | -23.3% | -20.7% |
| 1Y | -26.1% | +7.6% | -33.8% | -30.8% |
| 3Y | +34.0% | +265.9% | -231.8% | -34.0% |
| 5Y | +53.2% | +405.9% | -352.7% | -37.2% |
| All | +66.3% | +586.1% | -519.8% | -45.7% |
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