+67.6%
UBER vs PR
+166.1%
-98.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.6% |
| 7D | +1.6% | +6.0% | -4.4% | +0.7% |
| 30D | +0.6% | -4.2% | +4.8% | +1.0% |
| 3M | -8.2% | +10.0% | -18.1% | -9.9% |
| 6M | -6.7% | +15.6% | -22.3% | -9.5% |
| YTD | -14.7% | +68.2% | -82.9% | -22.4% |
| 1Y | -24.1% | +79.2% | -103.3% | -31.6% |
| 3Y | +33.4% | +94.9% | -61.5% | +16.7% |
| 5Y | +54.5% | +272.8% | -218.3% | +17.9% |
| All | +67.6% | +166.1% | -98.4% | +7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 10y: compounded portfolio wealth divided by compounded PR 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…
10y analysis · Full analysis span regression · 6 months rolling