+72.4%
UBER vs PSLV
+298.3%
-225.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.3% |
| 7D | -5.4% | -3.5% | -1.9% | -4.8% |
| 30D | -4.9% | -2.1% | -2.7% | -4.7% |
| 3M | +3.0% | -1.6% | +4.7% | +2.9% |
| 6M | -4.4% | -25.5% | +21.1% | +0.1% |
| YTD | -12.3% | -11.4% | -0.9% | -15.8% |
| 1Y | -24.3% | +48.6% | -72.9% | -38.4% |
| 3Y | +46.4% | +166.9% | -120.4% | -2.7% |
| 5Y | +79.7% | +152.4% | -72.7% | +19.0% |
| All | +72.4% | +298.3% | -225.9% | -25.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling