-22.5%
UBER vs PCG
-0.4%
-22.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +3.6% | -7.1% | -3.6% |
| 7D | -2.8% | +5.4% | -8.2% | -2.9% |
| 30D | -2.5% | -15.1% | +12.6% | -2.1% |
| 3M | +4.4% | -9.8% | +14.2% | +5.2% |
| 6M | -2.7% | -18.0% | +15.3% | -2.7% |
| YTD | -10.5% | -7.2% | -3.3% | -8.4% |
| 1Y | -22.5% | +2.9% | -25.4% | -18.1% |
| All | -22.5% | -0.4% | -22.1% | -18.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling