+72.4%
UBER vs PSX
+306.5%
-234.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.4% |
| 7D | -5.4% | +1.7% | -7.1% | -6.0% |
| 30D | -4.9% | +15.6% | -20.5% | -9.9% |
| 3M | +3.0% | +46.5% | -43.4% | -10.9% |
| 6M | -4.4% | +55.0% | -59.4% | -19.9% |
| YTD | -12.3% | +105.3% | -117.6% | -34.7% |
| 1Y | -24.3% | +101.6% | -125.9% | -43.5% |
| 3Y | +46.4% | +134.1% | -87.7% | -0.7% |
| 5Y | +79.7% | +368.7% | -289.0% | -15.9% |
| All | +72.4% | +306.5% | -234.1% | -29.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling