+74.5%
UBER vs ACN
+14.6%
+60.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.2% | +0.9% | +1.4% |
| 7D | -4.5% | -7.9% | +3.4% | +0.1% |
| 30D | -7.6% | -1.1% | -6.6% | -7.3% |
| 3M | +5.8% | +5.6% | +0.2% | -0.1% |
| 6M | +0.3% | -9.9% | +10.2% | +3.2% |
| YTD | -11.2% | -32.3% | +21.1% | +8.6% |
| 1Y | -23.0% | -25.3% | +2.3% | -13.0% |
| 3Y | +53.6% | -42.3% | +95.9% | +95.9% |
| 5Y | +81.9% | -43.5% | +125.4% | +131.0% |
| All | +74.5% | +14.6% | +60.0% | -2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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