-24.5%
UBER vs ACI
-23.0%
-1.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +1.0% |
| 7D | +1.2% | -5.3% | +6.5% | +1.6% |
| 30D | -1.1% | +5.0% | -6.2% | -1.5% |
| 3M | -10.0% | +7.5% | -17.5% | -10.5% |
| 6M | -7.2% | -16.0% | +8.8% | -8.9% |
| YTD | -13.5% | -20.6% | +7.1% | -16.4% |
| 1Y | -24.5% | -23.5% | -0.9% | -25.7% |
| All | -24.5% | -23.0% | -1.5% | -25.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling