+54.8%
UBER vs ACN
-42.6%
+97.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.1% | +0.6% | -2.4% |
| 7D | -2.8% | -4.8% | +2.0% | -1.6% |
| 30D | -2.5% | +1.9% | -4.4% | -3.1% |
| 3M | +4.4% | +3.9% | +0.5% | +2.6% |
| 6M | -2.7% | -15.0% | +12.4% | +1.2% |
| YTD | -10.5% | -31.9% | +21.4% | -1.0% |
| 1Y | -22.5% | -28.5% | +6.0% | -15.9% |
| 3Y | +54.8% | -41.9% | +96.7% | +62.3% |
| All | +54.8% | -42.6% | +97.4% | +62.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling