+75.9%
UBER vs PWR
+1,643.6%
-1,567.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.3% | -5.8% | -4.4% |
| 7D | -2.8% | +4.5% | -7.3% | -4.6% |
| 30D | -2.5% | -4.9% | +2.4% | -1.1% |
| 3M | +4.4% | -7.9% | +12.3% | +5.5% |
| 6M | -2.7% | +18.3% | -21.0% | -14.1% |
| YTD | -10.5% | +51.5% | -62.0% | -30.6% |
| 1Y | -22.5% | +70.3% | -92.8% | -43.8% |
| 3Y | +54.8% | +210.6% | -155.8% | -23.0% |
| 5Y | +82.5% | +456.7% | -374.2% | -36.6% |
| All | +75.9% | +1,643.6% | -1,567.7% | -72.4% |
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