+71.2%
UBER vs PWR
+1,514.1%
-1,442.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +9.4% | -5.6% | +0.2% |
| 7D | +6.7% | -4.8% | +11.5% | +7.4% |
| 30D | -0.5% | -16.2% | +15.7% | +5.0% |
| 3M | -5.1% | -11.9% | +6.8% | -2.9% |
| 6M | -5.7% | -20.6% | +14.9% | -1.1% |
| YTD | -12.9% | +40.3% | -53.2% | -31.9% |
| 1Y | -22.6% | +33.0% | -55.7% | -38.1% |
| 3Y | +42.2% | +250.0% | -207.8% | -35.7% |
| 5Y | +56.4% | +404.2% | -347.8% | -44.3% |
| All | +71.2% | +1,514.1% | -1,442.9% | -72.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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