+81.9%
UBER vs GWW
+219.8%
-137.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.3% |
| 7D | -4.5% | -3.1% | -1.3% | -3.3% |
| 30D | -7.6% | -2.3% | -5.3% | -6.9% |
| 3M | +5.8% | -3.3% | +9.1% | +6.7% |
| 6M | +0.3% | +15.4% | -15.1% | -5.7% |
| YTD | -11.2% | +26.7% | -37.9% | -20.3% |
| 1Y | -23.0% | +29.0% | -51.9% | -31.6% |
| 3Y | +53.6% | +89.0% | -35.4% | +15.3% |
| 5Y | +81.9% | +221.8% | -139.9% | +12.4% |
| All | +81.9% | +219.8% | -137.9% | +12.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling