+33.4%
UBER vs PSX
+157.7%
-124.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | +0.1% | +0.7% |
| 7D | +1.6% | +7.8% | -6.2% | +0.5% |
| 30D | +0.6% | -10.9% | +11.5% | +2.1% |
| 3M | -8.2% | +14.5% | -22.6% | -10.7% |
| 6M | -6.7% | +56.1% | -62.8% | -14.3% |
| YTD | -14.7% | +109.6% | -124.3% | -28.1% |
| 1Y | -24.1% | +95.5% | -119.6% | -34.8% |
| 3Y | +33.4% | +156.2% | -122.8% | +16.4% |
| All | +33.4% | +157.7% | -124.3% | +16.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling