+82.5%
UBER vs PH
+252.1%
-169.6%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.8% | -3.1% |
| 7D | -2.8% | +0.4% | -3.2% | -3.0% |
| 30D | -2.5% | -10.8% | +8.3% | +3.8% |
| 3M | +4.4% | +8.5% | -4.1% | -1.5% |
| 6M | -2.7% | +3.9% | -6.6% | -6.6% |
| YTD | -10.5% | +9.4% | -19.9% | -17.2% |
| 1Y | -22.5% | +26.8% | -49.3% | -35.1% |
| 3Y | +54.8% | +140.8% | -86.0% | -18.9% |
| 5Y | +82.5% | +253.8% | -171.3% | -27.4% |
| All | +82.5% | +252.1% | -169.6% | -27.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling