+82.5%
UBER vs PCG
+61.3%
+21.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +3.6% | -7.1% | -4.6% |
| 7D | -2.8% | +5.4% | -8.2% | -4.5% |
| 30D | -2.5% | -15.1% | +12.6% | +1.5% |
| 3M | +4.4% | -9.8% | +14.2% | +6.5% |
| 6M | -2.7% | -18.0% | +15.3% | +2.2% |
| YTD | -10.5% | -7.2% | -3.3% | -10.5% |
| 1Y | -22.5% | +2.9% | -25.4% | -26.1% |
| 3Y | +54.8% | -11.1% | +65.9% | +49.7% |
| 5Y | +82.5% | +61.8% | +20.7% | +20.6% |
| All | +82.5% | +61.3% | +21.2% | +20.6% |
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 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