+74.5%
UBER vs PFG
+175.0%
-100.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +1.6% |
| 7D | -4.5% | -3.0% | -1.5% | -2.9% |
| 30D | -7.6% | +2.5% | -10.1% | -9.0% |
| 3M | +5.8% | +6.1% | -0.3% | +1.8% |
| 6M | +0.3% | +31.3% | -31.0% | -14.2% |
| YTD | -11.2% | +33.6% | -44.8% | -25.0% |
| 1Y | -23.0% | +48.5% | -71.5% | -39.0% |
| 3Y | +53.6% | +69.6% | -16.0% | +11.5% |
| 5Y | +81.9% | +111.5% | -29.6% | +15.5% |
| All | +74.5% | +175.0% | -100.4% | -10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 10y: compounded portfolio wealth divided by compounded PFG 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…
10y analysis · Full analysis span regression · 6 months rolling