+70.0%
UBER vs ACGL
+244.8%
-174.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +1.2% | -1.4% | +2.5% | +1.7% |
| 30D | -1.1% | +12.4% | -13.5% | -6.1% |
| 3M | -10.0% | +11.1% | -21.1% | -14.2% |
| 6M | -7.2% | +16.3% | -23.5% | -13.5% |
| YTD | -13.5% | +13.8% | -27.3% | -19.0% |
| 1Y | -24.5% | +20.4% | -44.9% | -31.1% |
| 3Y | +37.0% | +33.6% | +3.5% | +15.4% |
| 5Y | +63.3% | +176.8% | -113.5% | -9.0% |
| All | +70.0% | +244.8% | -174.7% | -28.4% |
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