+48.3%
UBER vs PNC
+129.9%
-81.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.1% | +1.7% |
| 7D | -4.5% | -0.9% | -3.6% | -4.1% |
| 30D | -7.6% | -4.4% | -3.2% | -6.1% |
| 3M | +5.8% | +5.3% | +0.5% | +3.2% |
| 6M | +0.3% | +19.6% | -19.3% | -7.4% |
| YTD | -11.2% | +19.1% | -30.3% | -18.2% |
| 1Y | -23.0% | +24.3% | -47.3% | -30.5% |
| All | +48.3% | +129.9% | -81.7% | +1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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