+145.1%
UBER vs ACI
+17.4%
+127.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.3% | +3.3% | +2.1% |
| 7D | -4.5% | -7.1% | +2.6% | -4.2% |
| 30D | -7.6% | -4.5% | -3.1% | -7.4% |
| 3M | +5.8% | -22.3% | +28.0% | +6.4% |
| 6M | +0.3% | -28.4% | +28.7% | +1.1% |
| YTD | -11.2% | -29.5% | +18.3% | -10.5% |
| 1Y | -23.0% | -34.2% | +11.3% | -22.2% |
| 3Y | +53.6% | -45.7% | +99.3% | +55.8% |
| 5Y | +81.9% | -40.8% | +122.7% | +84.9% |
| All | +145.1% | +17.4% | +127.7% | +153.9% |
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