+23.5%
UBER vs PL
+46.6%
-23.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +14.5% | -10.7% | +1.5% |
| 7D | +6.7% | +10.9% | -4.2% | +4.6% |
| 30D | -0.5% | -16.4% | +15.9% | +1.7% |
| 3M | -5.1% | -39.9% | +34.8% | +1.7% |
| 6M | -5.7% | -63.2% | +57.5% | +6.9% |
| YTD | -12.9% | -27.1% | +14.2% | -15.8% |
| 1Y | -22.6% | +12.2% | -34.8% | -32.2% |
| 3Y | +42.2% | +584.3% | -542.1% | -29.7% |
| 5Y | +56.4% | +37.0% | +19.4% | -4.3% |
| All | +23.5% | +46.6% | -23.1% | -23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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