-26.2%
UBER vs PSLV
+7.9%
-34.1%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +6.0% | -1.1% | +4.7% |
| 7D | +7.0% | -2.6% | +9.7% | +7.0% |
| 30D | +0.6% | -14.2% | +14.7% | +0.8% |
| 3M | -2.9% | -12.2% | +9.3% | -2.8% |
| 6M | -5.5% | -28.1% | +22.6% | -5.0% |
| YTD | -14.5% | -28.2% | +13.7% | -14.8% |
| 1Y | -26.2% | +9.1% | -35.3% | -33.5% |
| All | -26.2% | +7.9% | -34.1% | -33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 1y: compounded portfolio wealth divided by compounded PSLV 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…
1y analysis · Full analysis span regression · 6 months rolling