+81.2%
UBER vs PFGC
+114.2%
-33.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.9% | -1.6% | -2.5% |
| 7D | -2.8% | -2.4% | -0.4% | -1.6% |
| 30D | -2.5% | -15.8% | +13.2% | +6.2% |
| 3M | +4.4% | -0.6% | +5.0% | +4.6% |
| 6M | -2.7% | +10.7% | -13.3% | -8.0% |
| YTD | -10.5% | +7.6% | -18.1% | -15.1% |
| 1Y | -22.5% | -7.8% | -14.7% | -20.7% |
| 3Y | +54.8% | +63.7% | -8.9% | +9.5% |
| All | +81.2% | +114.2% | -33.0% | +2.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling