+33.4%
UBER vs PEG
+36.1%
-2.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.6% |
| 7D | +1.6% | +4.5% | -2.9% | +0.9% |
| 30D | +0.6% | +7.5% | -7.0% | -0.6% |
| 3M | -8.2% | +0.8% | -9.0% | -8.4% |
| 6M | -6.7% | 0.0% | -6.7% | -6.7% |
| YTD | -14.7% | -3.0% | -11.7% | -14.7% |
| 1Y | -24.1% | -4.7% | -19.3% | -23.7% |
| 3Y | +33.4% | +36.5% | -3.1% | +27.5% |
| All | +33.4% | +36.1% | -2.7% | +27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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