+67.6%
UBER vs GE
+588.0%
-520.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | +1.6% | +2.7% | -1.0% | +0.4% |
| 30D | +0.6% | +8.1% | -7.5% | -3.2% |
| 3M | -8.2% | -7.9% | -0.3% | -5.1% |
| 6M | -6.7% | +12.9% | -19.6% | -13.4% |
| YTD | -14.7% | +8.2% | -22.9% | -20.2% |
| 1Y | -24.1% | +9.7% | -33.7% | -29.5% |
| 3Y | +33.4% | +266.1% | -232.7% | -34.3% |
| 5Y | +54.5% | +407.4% | -352.9% | -36.8% |
| All | +67.6% | +588.0% | -520.4% | -45.3% |
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