+54.8%
UBER vs ACI
-43.5%
+98.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.3% | -0.2% | -3.3% |
| 7D | -2.8% | -2.6% | -0.2% | -2.6% |
| 30D | -2.5% | +1.1% | -3.6% | -2.5% |
| 3M | +4.4% | -23.6% | +28.0% | +4.8% |
| 6M | -2.7% | -29.9% | +27.3% | -2.1% |
| YTD | -10.5% | -26.9% | +16.4% | -10.3% |
| 1Y | -22.5% | -34.2% | +11.7% | -21.6% |
| 3Y | +54.8% | -43.6% | +98.4% | +61.3% |
| All | +54.8% | -43.5% | +98.3% | +61.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling