+82.2%
UBER vs PFG
+179.1%
-96.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.3% | +0.6% |
| 7D | -3.9% | +5.5% | -9.4% | -6.8% |
| 30D | +11.1% | +2.4% | +8.8% | +9.4% |
| 3M | +4.9% | +13.6% | -8.7% | -2.8% |
| 6M | -1.2% | +27.9% | -29.0% | -14.2% |
| YTD | -7.3% | +35.6% | -42.8% | -22.3% |
| 1Y | -17.6% | +48.5% | -66.1% | -34.7% |
| 3Y | +61.1% | +66.9% | -5.8% | +18.0% |
| 5Y | +87.9% | +111.0% | -23.1% | +19.4% |
| All | +82.2% | +179.1% | -96.8% | -6.9% |
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