+135.4%
UBER vs ACI
+32.8%
+102.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +0.9% |
| 7D | +1.6% | +2.3% | -0.7% | +1.5% |
| 30D | +0.6% | +1.2% | -0.7% | +0.5% |
| 3M | -8.2% | +6.8% | -15.0% | -8.4% |
| 6M | -6.7% | -18.7% | +12.0% | -6.5% |
| YTD | -14.7% | -20.2% | +5.5% | -14.5% |
| 1Y | -24.1% | -23.7% | -0.3% | -23.8% |
| 3Y | +33.4% | -31.6% | +65.0% | +34.1% |
| 5Y | +54.5% | -42.8% | +97.2% | +54.9% |
| All | +135.4% | +32.8% | +102.5% | +142.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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