+48.3%
UBER vs PEG
+32.0%
+16.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.2% | +2.1% |
| 7D | -4.5% | -0.9% | -3.6% | -4.3% |
| 30D | -7.6% | -2.8% | -4.9% | -7.2% |
| 3M | +5.8% | -6.9% | +12.7% | +7.0% |
| 6M | +0.3% | -11.4% | +11.7% | +2.3% |
| YTD | -11.2% | -7.4% | -3.8% | -10.4% |
| 1Y | -23.0% | -8.3% | -14.7% | -22.1% |
| All | +48.3% | +32.0% | +16.3% | +41.0% |
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