-26.2%
UBER vs PSX
+97.5%
-123.7%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -4.5% | +9.4% | +4.2% |
| 7D | +7.0% | -5.2% | +12.2% | +6.3% |
| 30D | +0.6% | -3.7% | +4.3% | 0.0% |
| 3M | -2.9% | +26.8% | -29.7% | +0.1% |
| 6M | -5.5% | +47.3% | -52.8% | 0.0% |
| YTD | -14.5% | +105.4% | -119.9% | -6.1% |
| 1Y | -26.2% | +96.9% | -123.1% | -19.8% |
| All | -26.2% | +97.5% | -123.7% | -19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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