+68.5%
UBER vs PWR
+1,491.3%
-1,422.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.2% | -1.0% |
| 7D | +5.2% | -11.2% | +16.4% | +9.0% |
| 30D | -2.0% | -17.4% | +15.4% | +3.9% |
| 3M | -10.2% | -11.7% | +1.5% | -8.2% |
| 6M | -7.2% | -21.7% | +14.5% | -2.1% |
| YTD | -14.3% | +38.3% | -52.5% | -32.6% |
| 1Y | -25.6% | +29.6% | -55.1% | -39.8% |
| 3Y | +35.8% | +236.1% | -200.3% | -37.3% |
| 5Y | +61.5% | +406.3% | -344.9% | -42.7% |
| All | +68.5% | +1,491.3% | -1,422.8% | -73.2% |
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