+46.4%
UBER vs PNR
-14.5%
+60.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -1.0% | -1.1% |
| 7D | -5.4% | -6.0% | +0.6% | -2.9% |
| 30D | -4.9% | -14.0% | +9.1% | +1.2% |
| 3M | +3.0% | -21.7% | +24.7% | +12.8% |
| 6M | -4.4% | -37.3% | +32.9% | +15.3% |
| YTD | -12.3% | -45.1% | +32.8% | +12.1% |
| 1Y | -24.3% | -49.1% | +24.8% | +0.5% |
| 3Y | +46.4% | -14.8% | +61.3% | +42.6% |
| All | +46.4% | -14.5% | +60.9% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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