+53.2%
UBER vs PFGC
+129.0%
-75.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.1% | -1.6% |
| 7D | +0.5% | +0.3% | +0.2% | +0.4% |
| 30D | -3.1% | +16.1% | -19.2% | -10.5% |
| 3M | -8.3% | +2.4% | -10.7% | -9.8% |
| 6M | -9.5% | +15.7% | -25.2% | -16.6% |
| YTD | -15.4% | +22.3% | -37.7% | -25.2% |
| 1Y | -26.1% | +13.9% | -40.0% | -32.3% |
| 3Y | +34.0% | +80.3% | -46.3% | -10.6% |
| 5Y | +53.2% | +136.1% | -82.9% | -18.4% |
| All | +53.2% | +129.0% | -75.8% | -18.4% |
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 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