+63.3%
UBER vs PR
+257.5%
-194.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.8% | -1.9% | +0.4% |
| 7D | +1.2% | -0.5% | +1.6% | +1.2% |
| 30D | -1.1% | -4.6% | +3.5% | -0.6% |
| 3M | -10.0% | +4.7% | -14.7% | -11.4% |
| 6M | -7.2% | +12.4% | -19.6% | -10.3% |
| YTD | -13.5% | +62.9% | -76.4% | -23.6% |
| 1Y | -24.5% | +70.6% | -95.1% | -34.1% |
| 3Y | +37.0% | +90.0% | -53.0% | +13.7% |
| 5Y | +63.3% | +255.5% | -192.2% | +10.7% |
| All | +63.3% | +257.5% | -194.2% | +10.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling