+71.2%
UBER vs PCG
-31.0%
+102.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.3% | +2.5% | +3.5% |
| 7D | +6.7% | -1.1% | +7.7% | +7.0% |
| 30D | -0.5% | +0.1% | -0.6% | -0.5% |
| 3M | -5.1% | -24.4% | +19.3% | +0.3% |
| 6M | -5.7% | -17.7% | +12.0% | -2.4% |
| YTD | -12.9% | -17.4% | +4.5% | -10.3% |
| 1Y | -22.6% | -19.4% | -3.3% | -20.0% |
| 3Y | +42.2% | -18.6% | +60.8% | +44.2% |
| 5Y | +56.4% | +10.2% | +46.2% | +46.8% |
| All | +71.2% | -31.0% | +102.2% | +70.0% |
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