-26.2%
UBER vs PM
+48.8%
-75.0%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.6% | +3.3% | +5.0% |
| 7D | +7.0% | +4.3% | +2.8% | +7.4% |
| 30D | +0.6% | +11.5% | -10.9% | +1.4% |
| 3M | -2.9% | +13.0% | -16.0% | -1.9% |
| 6M | -5.5% | +25.9% | -31.4% | -1.9% |
| YTD | -14.5% | +34.0% | -48.5% | -8.6% |
| 1Y | -26.2% | +46.9% | -73.1% | -19.2% |
| All | -26.2% | +48.8% | -75.0% | -19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM 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 PM 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