+78.9%
UBER vs PGR
+159.7%
-80.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.3% |
| 7D | -5.4% | -0.6% | -4.8% | -5.3% |
| 30D | -4.9% | +4.9% | -9.8% | -5.3% |
| 3M | +3.0% | +7.6% | -4.6% | +2.5% |
| 6M | -4.4% | +8.3% | -12.7% | -5.0% |
| YTD | -12.3% | +1.7% | -14.0% | -12.5% |
| 1Y | -24.3% | -6.8% | -17.5% | -23.8% |
| 3Y | +46.4% | +73.4% | -27.0% | +39.5% |
| All | +78.9% | +159.7% | -80.9% | +51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PGR.
Daily Out/Under-Performance
Portfolio return minus PGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PGR 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 PGR 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