+72.4%
UBER vs GWW
+417.0%
-344.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.5% |
| 7D | -5.4% | -3.4% | -2.0% | -3.9% |
| 30D | -4.9% | -1.9% | -3.0% | -4.2% |
| 3M | +3.0% | -2.4% | +5.4% | +3.7% |
| 6M | -4.4% | +15.7% | -20.1% | -11.7% |
| YTD | -12.3% | +27.6% | -39.9% | -23.4% |
| 1Y | -24.3% | +27.2% | -51.5% | -34.1% |
| 3Y | +46.4% | +89.7% | -43.2% | +2.0% |
| 5Y | +79.7% | +223.9% | -144.3% | -9.7% |
| All | +72.4% | +417.0% | -344.6% | -39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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