+133.4%
UBER vs ACI
+33.9%
+99.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.3% | -3.5% | -2.3% |
| 7D | +0.5% | -0.5% | +0.9% | +0.5% |
| 30D | -3.1% | +4.9% | -8.0% | -3.3% |
| 3M | -8.3% | +11.1% | -19.4% | -8.7% |
| 6M | -9.5% | -14.9% | +5.4% | -9.4% |
| YTD | -15.4% | -19.6% | +4.2% | -15.3% |
| 1Y | -26.1% | -22.7% | -3.4% | -25.9% |
| 3Y | +34.0% | -31.2% | +65.3% | +34.7% |
| 5Y | +53.2% | -42.3% | +95.5% | +53.6% |
| All | +133.4% | +33.9% | +99.6% | +140.4% |
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