+66.3%
UBER vs ACM
+118.7%
-52.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.1% |
| 7D | +0.5% | +5.1% | -4.6% | -2.7% |
| 30D | -3.1% | +18.7% | -21.8% | -13.4% |
| 3M | -8.3% | +15.5% | -23.7% | -17.1% |
| 6M | -9.5% | +1.2% | -10.7% | -12.1% |
| YTD | -15.4% | -25.2% | +9.8% | -1.4% |
| 1Y | -26.1% | -46.3% | +20.2% | +8.5% |
| 3Y | +34.0% | -9.6% | +43.6% | +32.2% |
| 5Y | +53.2% | +4.4% | +48.8% | +36.7% |
| All | +66.3% | +118.7% | -52.4% | -31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACM.
Daily Out/Under-Performance
Portfolio return minus ACM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACM 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 ACM 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