+71.0%
UBER vs PH
+516.1%
-445.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.1% | -2.4% |
| 7D | -7.0% | 0.0% | -7.0% | -7.0% |
| 30D | -8.9% | -10.3% | +1.4% | -3.0% |
| 3M | +1.0% | +5.1% | -4.1% | -2.9% |
| 6M | -3.7% | +2.3% | -6.0% | -6.8% |
| YTD | -13.0% | +8.7% | -21.7% | -19.3% |
| 1Y | -25.5% | +26.8% | -52.3% | -37.6% |
| 3Y | +50.5% | +139.2% | -88.7% | -18.5% |
| 5Y | +76.2% | +251.1% | -174.9% | -27.0% |
| All | +71.0% | +516.1% | -445.1% | -54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 10y: compounded portfolio wealth divided by compounded PH 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…
10y analysis · Full analysis span regression · 6 months rolling