+82.2%
UBER vs PCG
-25.2%
+107.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.7% | -0.8% |
| 7D | -3.9% | -13.9% | +10.0% | -1.1% |
| 30D | +11.1% | -16.9% | +28.0% | +15.1% |
| 3M | +4.9% | -14.7% | +19.7% | +8.0% |
| 6M | -1.2% | -23.8% | +22.7% | +4.2% |
| YTD | -7.3% | -10.5% | +3.2% | -6.2% |
| 1Y | -17.6% | -5.1% | -12.5% | -18.1% |
| 3Y | +61.1% | -11.6% | +72.7% | +60.3% |
| 5Y | +87.9% | +59.0% | +28.9% | +63.0% |
| All | +82.2% | -25.2% | +107.5% | +77.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling