+82.2%
UBER vs PSX
+299.6%
-217.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.4% | -0.3% |
| 7D | -3.9% | +4.5% | -8.4% | -5.4% |
| 30D | +11.1% | +26.6% | -15.5% | +1.8% |
| 3M | +4.9% | +39.3% | -34.3% | -7.6% |
| 6M | -1.2% | +56.8% | -58.0% | -17.5% |
| YTD | -7.3% | +101.8% | -109.1% | -30.5% |
| 1Y | -17.6% | +99.6% | -117.2% | -38.3% |
| 3Y | +61.1% | +140.3% | -79.3% | +7.9% |
| 5Y | +87.9% | +339.3% | -251.4% | -9.4% |
| All | +82.2% | +299.6% | -217.4% | -25.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling