+71.0%
UBER vs PBR
+393.8%
-322.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.5% | -3.3% | -2.9% |
| 7D | -7.0% | +0.3% | -7.4% | -7.2% |
| 30D | -8.9% | +17.5% | -26.4% | -13.5% |
| 3M | +1.0% | +20.9% | -19.9% | -5.4% |
| 6M | -3.7% | +20.2% | -24.0% | -10.5% |
| YTD | -13.0% | +84.3% | -97.3% | -29.9% |
| 1Y | -25.5% | +77.1% | -102.6% | -39.5% |
| 3Y | +50.5% | +100.8% | -50.3% | +13.3% |
| 5Y | +76.2% | +556.1% | -480.0% | -24.2% |
| All | +71.0% | +393.8% | -322.8% | -36.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling