+76.2%
UBER vs ACN
-44.1%
+120.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.8% | -1.0% | -2.0% |
| 7D | -7.0% | -6.3% | -0.7% | -4.4% |
| 30D | -8.9% | -1.4% | -7.5% | -8.5% |
| 3M | +1.0% | +2.6% | -1.6% | -1.6% |
| 6M | -3.7% | -14.3% | +10.6% | +1.7% |
| YTD | -13.0% | -33.1% | +20.1% | +3.6% |
| 1Y | -25.5% | -28.8% | +3.3% | -15.0% |
| 3Y | +50.5% | -43.0% | +93.4% | +85.0% |
| 5Y | +76.2% | -44.0% | +120.2% | +119.0% |
| All | +76.2% | -44.1% | +120.2% | +119.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling