+71.2%
UBER vs ACWI
+147.3%
-76.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.6% | +1.1% | +0.2% |
| 7D | +6.7% | +0.3% | +6.4% | +6.1% |
| 30D | -0.5% | -2.8% | +2.4% | +3.3% |
| 3M | -5.1% | -3.2% | -2.0% | -1.2% |
| 6M | -5.7% | +1.3% | -7.0% | -8.4% |
| YTD | -12.9% | +11.2% | -24.1% | -26.3% |
| 1Y | -22.6% | +13.8% | -36.4% | -36.6% |
| 3Y | +42.2% | +76.2% | -34.0% | -38.2% |
| 5Y | +56.4% | +59.5% | -3.1% | -18.2% |
| All | +71.2% | +147.3% | -76.1% | -49.0% |
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