+33.4%
UBER vs PCG
-19.3%
+52.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.3% | +0.6% |
| 7D | +1.6% | +2.2% | -0.6% | +1.4% |
| 30D | +0.6% | +0.8% | -0.2% | +0.5% |
| 3M | -8.2% | -23.8% | +15.6% | -6.3% |
| 6M | -6.7% | -19.6% | +12.9% | -5.2% |
| YTD | -14.7% | -16.7% | +2.0% | -13.6% |
| 1Y | -24.1% | -19.4% | -4.7% | -22.7% |
| 3Y | +33.4% | -18.3% | +51.7% | +30.2% |
| All | +33.4% | -19.3% | +52.7% | +30.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling