+33.4%
UBER vs PH
+135.5%
-102.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.9% | +0.8% |
| 7D | +1.6% | +4.3% | -2.7% | -0.2% |
| 30D | +0.6% | +0.1% | +0.4% | +0.1% |
| 3M | -8.2% | -9.4% | +1.2% | -4.5% |
| 6M | -6.7% | +8.8% | -15.5% | -11.8% |
| YTD | -14.7% | +9.6% | -24.3% | -20.8% |
| 1Y | -24.1% | +14.4% | -38.5% | -31.2% |
| 3Y | +33.4% | +134.5% | -101.1% | -21.3% |
| All | +33.4% | +135.5% | -102.1% | -21.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling