+76.2%
UBER vs PFG
+109.8%
-33.6%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -2.3% |
| 7D | -7.0% | +3.2% | -10.2% | -8.8% |
| 30D | -8.9% | +0.9% | -9.9% | -9.6% |
| 3M | +1.0% | +7.7% | -6.7% | -3.9% |
| 6M | -3.7% | +29.0% | -32.7% | -17.6% |
| YTD | -13.0% | +32.5% | -45.5% | -27.0% |
| 1Y | -25.5% | +47.3% | -72.8% | -41.7% |
| 3Y | +50.5% | +68.2% | -17.8% | +6.4% |
| 5Y | +76.2% | +108.5% | -32.3% | +5.6% |
| All | +76.2% | +109.8% | -33.6% | +5.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling