+49.5%
UBER vs PCG
+13.7%
+35.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | +0.3% |
| 7D | +5.1% | -1.6% | +6.7% | +5.6% |
| 30D | +0.2% | +1.4% | -1.2% | -0.2% |
| 3M | -2.7% | -23.4% | +20.7% | +4.2% |
| 6M | -13.4% | -19.4% | +6.0% | -9.1% |
| YTD | -16.1% | -18.5% | +2.4% | -12.9% |
| 1Y | -25.5% | -19.5% | -6.0% | -22.5% |
| 3Y | +42.5% | -21.0% | +63.5% | +42.1% |
| All | +49.5% | +13.7% | +35.7% | +12.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling