+75.9%
UBER vs PCG
-22.5%
+98.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +3.6% | -7.1% | -4.3% |
| 7D | -2.8% | +5.4% | -8.2% | -4.1% |
| 30D | -2.5% | -15.1% | +12.6% | +0.4% |
| 3M | +4.4% | -9.8% | +14.2% | +6.0% |
| 6M | -2.7% | -18.0% | +15.3% | +0.8% |
| YTD | -10.5% | -7.2% | -3.3% | -10.2% |
| 1Y | -22.5% | +2.9% | -25.4% | -24.4% |
| 3Y | +54.8% | -11.1% | +65.9% | +53.9% |
| 5Y | +82.5% | +61.8% | +20.7% | +57.6% |
| All | +75.9% | -22.5% | +98.4% | +70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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