+70.0%
UBER vs PWR
+1,559.0%
-1,489.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.3% | -3.4% | -0.7% |
| 7D | +1.2% | +4.7% | -3.6% | -1.2% |
| 30D | -1.1% | -12.5% | +11.4% | +2.5% |
| 3M | -10.0% | -9.3% | -0.7% | -8.9% |
| 6M | -7.2% | -22.2% | +15.0% | -1.5% |
| YTD | -13.5% | +44.2% | -57.7% | -33.1% |
| 1Y | -24.5% | +35.5% | -60.0% | -40.0% |
| 3Y | +37.0% | +250.4% | -213.4% | -37.8% |
| 5Y | +63.3% | +425.6% | -362.3% | -42.9% |
| All | +70.0% | +1,559.0% | -1,489.0% | -73.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling