+67.6%
UBER vs ACN
+62.6%
+5.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | +1.6% | -3.8% | +5.4% | +3.6% |
| 30D | +0.6% | +16.5% | -16.0% | -7.8% |
| 3M | -8.2% | +41.5% | -49.6% | -25.8% |
| 6M | -6.7% | +60.1% | -66.8% | -32.0% |
| YTD | -14.7% | -3.9% | -10.8% | -15.7% |
| 1Y | -24.1% | +4.1% | -28.2% | -29.4% |
| 3Y | +33.4% | -15.9% | +49.3% | +34.8% |
| 5Y | +54.5% | -26.3% | +80.8% | +71.2% |
| All | +67.6% | +62.6% | +5.0% | -24.2% |
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