+78.9%
UBER vs PNC
+51.4%
+27.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.5% |
| 7D | -5.4% | -0.6% | -4.8% | -5.1% |
| 30D | -4.9% | -4.4% | -0.5% | -2.8% |
| 3M | +3.0% | +5.2% | -2.2% | -0.1% |
| 6M | -4.4% | +20.6% | -25.0% | -14.1% |
| YTD | -12.3% | +19.8% | -32.1% | -21.3% |
| 1Y | -24.3% | +24.4% | -48.7% | -33.8% |
| 3Y | +46.4% | +131.2% | -84.8% | -14.3% |
| All | +78.9% | +51.4% | +27.5% | +43.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling