+70.0%
UBER vs PFG
+174.3%
-104.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.5% |
| 7D | +1.2% | -2.2% | +3.4% | +2.3% |
| 30D | -1.1% | +6.4% | -7.5% | -4.3% |
| 3M | -10.0% | +2.2% | -12.2% | -11.4% |
| 6M | -7.2% | +16.3% | -23.4% | -15.3% |
| YTD | -13.5% | +33.2% | -46.7% | -26.9% |
| 1Y | -24.5% | +40.6% | -65.1% | -38.2% |
| 3Y | +37.0% | +83.3% | -46.3% | -4.7% |
| 5Y | +63.3% | +97.7% | -34.4% | +7.4% |
| All | +70.0% | +174.3% | -104.3% | -12.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling