+75.9%
UBER vs GWW
+420.7%
-344.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.7% | -0.8% | -2.2% |
| 7D | -2.8% | -1.5% | -1.3% | -2.1% |
| 30D | -2.5% | +1.1% | -3.6% | -3.1% |
| 3M | +4.4% | -1.0% | +5.4% | +4.3% |
| 6M | -2.7% | +16.3% | -19.0% | -10.2% |
| YTD | -10.5% | +28.5% | -39.0% | -22.1% |
| 1Y | -22.5% | +30.3% | -52.8% | -33.3% |
| 3Y | +54.8% | +91.6% | -36.8% | +7.3% |
| 5Y | +82.5% | +224.0% | -141.5% | -8.2% |
| All | +75.9% | +420.7% | -344.8% | -38.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling