+32.3%
UBER vs PFGC
+80.6%
-48.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.1% | -1.8% |
| 7D | +0.5% | +0.3% | +0.2% | +0.4% |
| 30D | -3.1% | +16.1% | -19.2% | -8.0% |
| 3M | -8.3% | +2.4% | -10.7% | -9.3% |
| 6M | -9.5% | +15.7% | -25.2% | -13.8% |
| YTD | -15.4% | +22.3% | -37.7% | -21.3% |
| 1Y | -26.1% | +13.9% | -40.0% | -29.7% |
| All | +32.3% | +80.6% | -48.3% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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