+54.8%
UBER vs PM
+124.9%
-70.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.2% | -4.7% | -3.5% |
| 7D | -2.8% | -1.3% | -1.5% | -2.8% |
| 30D | -2.5% | -2.6% | 0.0% | -2.5% |
| 3M | +4.4% | +5.8% | -1.4% | +4.5% |
| 6M | -2.7% | +10.6% | -13.2% | -2.4% |
| YTD | -10.5% | +17.2% | -27.7% | -10.6% |
| 1Y | -22.5% | +17.6% | -40.1% | -22.5% |
| 3Y | +54.8% | +124.3% | -69.4% | +35.4% |
| All | +54.8% | +124.9% | -70.1% | +35.4% |
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