+66.3%
UBER vs PCG
-31.9%
+98.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.2% | -2.0% |
| 7D | +0.5% | -2.0% | +2.5% | +1.0% |
| 30D | -3.1% | -2.7% | -0.4% | -2.5% |
| 3M | -8.3% | -25.1% | +16.8% | -2.8% |
| 6M | -9.5% | -22.3% | +12.8% | -5.1% |
| YTD | -15.4% | -18.5% | +3.1% | -12.7% |
| 1Y | -26.1% | -21.8% | -4.3% | -23.0% |
| 3Y | +34.0% | -21.0% | +55.0% | +36.8% |
| 5Y | +53.2% | +8.1% | +45.1% | +44.5% |
| All | +66.3% | -31.9% | +98.2% | +65.6% |
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