+74.5%
UBER vs PTC
+49.5%
+25.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.2% |
| 7D | -4.5% | -14.2% | +9.8% | +4.1% |
| 30D | -7.6% | -14.4% | +6.8% | +0.5% |
| 3M | +5.8% | -4.7% | +10.5% | +6.7% |
| 6M | +0.3% | -19.3% | +19.6% | +11.0% |
| YTD | -11.2% | -26.1% | +14.9% | +2.9% |
| 1Y | -23.0% | -37.1% | +14.1% | -1.8% |
| 3Y | +53.6% | -10.4% | +64.0% | +47.9% |
| 5Y | +81.9% | +2.5% | +79.4% | +57.9% |
| All | +74.5% | +49.5% | +25.1% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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