+75.9%
UBER vs ACGL
+202.3%
-126.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.4% | -1.0% | -2.4% |
| 7D | -2.8% | -2.9% | +0.1% | -1.5% |
| 30D | -2.5% | -2.8% | +0.3% | -1.3% |
| 3M | +4.4% | +6.8% | -2.4% | +1.2% |
| 6M | -2.7% | -1.5% | -1.1% | -2.4% |
| YTD | -10.5% | -0.2% | -10.3% | -11.1% |
| 1Y | -22.5% | +5.3% | -27.8% | -25.2% |
| 3Y | +54.8% | +30.3% | +24.5% | +30.4% |
| 5Y | +82.5% | +151.8% | -69.3% | +5.6% |
| All | +75.9% | +202.3% | -126.3% | -21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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