-24.5%
UBER vs PH
+13.7%
-38.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.8% |
| 7D | +1.2% | +6.9% | -5.7% | +0.5% |
| 30D | -1.1% | +1.7% | -2.8% | -1.5% |
| 3M | -10.0% | -8.1% | -1.9% | -9.1% |
| 6M | -7.2% | +11.5% | -18.7% | -9.7% |
| YTD | -13.5% | +11.4% | -24.9% | -18.8% |
| All | -24.5% | +13.7% | -38.2% | -29.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling