-24.3%
UBER vs PBR
+74.3%
-98.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.3% |
| 7D | -5.4% | +5.4% | -10.8% | -4.9% |
| 30D | -4.9% | +22.9% | -27.8% | -2.8% |
| 3M | +3.0% | +19.6% | -16.6% | +5.2% |
| 6M | -4.4% | +16.5% | -20.9% | -3.6% |
| YTD | -12.3% | +86.7% | -98.9% | -15.1% |
| 1Y | -24.3% | +74.7% | -99.0% | -26.7% |
| All | -24.3% | +74.3% | -98.6% | -26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 1y: compounded portfolio wealth divided by compounded PBR 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…
1y analysis · Full analysis span regression · 6 months rolling