+65.0%
UBER vs ACWI
+141.0%
-76.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.2% |
| 7D | +5.1% | -2.4% | +7.5% | +8.5% |
| 30D | +0.2% | -5.2% | +5.4% | +7.6% |
| 3M | -2.7% | -4.8% | +2.2% | +3.8% |
| 6M | -13.4% | -1.3% | -12.1% | -12.8% |
| YTD | -16.1% | +8.4% | -24.4% | -26.4% |
| 1Y | -25.5% | +11.0% | -36.6% | -36.9% |
| 3Y | +42.5% | +70.6% | -28.1% | -35.2% |
| 5Y | +45.3% | +55.3% | -10.0% | -21.2% |
| All | +65.0% | +141.0% | -76.0% | -49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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