+67.6%
UBER vs PFGC
+184.9%
-117.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.3% |
| 7D | +1.6% | +3.4% | -1.8% | +0.1% |
| 30D | +0.6% | +16.9% | -16.3% | -6.5% |
| 3M | -8.2% | +6.4% | -14.6% | -11.1% |
| 6M | -6.7% | +16.0% | -22.7% | -13.3% |
| YTD | -14.7% | +23.6% | -38.3% | -23.7% |
| 1Y | -24.1% | +16.6% | -40.7% | -30.4% |
| 3Y | +33.4% | +82.3% | -48.9% | -2.6% |
| 5Y | +54.5% | +138.7% | -84.3% | -1.6% |
| All | +67.6% | +184.9% | -117.3% | -26.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling