+42.2%
UBER vs PM
+141.6%
-99.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -2.4% | +6.2% | +3.7% |
| 7D | +6.7% | -7.3% | +14.0% | +6.7% |
| 30D | -0.5% | -4.0% | +3.5% | -0.5% |
| 3M | -5.1% | +2.7% | -7.9% | -5.0% |
| 6M | -5.7% | +14.9% | -20.5% | -5.1% |
| YTD | -12.9% | +23.5% | -36.4% | -12.2% |
| 1Y | -22.6% | +30.4% | -53.0% | -22.1% |
| 3Y | +42.2% | +143.2% | -101.0% | +50.6% |
| All | +42.2% | +141.6% | -99.4% | +50.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling