+32.3%
UBER vs ACWI
+75.0%
-42.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.6% |
| 7D | +0.5% | +2.7% | -2.2% | -2.3% |
| 30D | -3.1% | -2.6% | -0.5% | -0.4% |
| 3M | -8.3% | -3.2% | -5.1% | -5.2% |
| 6M | -9.5% | +1.9% | -11.4% | -12.1% |
| YTD | -15.4% | +11.3% | -26.8% | -26.6% |
| 1Y | -26.1% | +11.7% | -37.8% | -36.1% |
| All | +32.3% | +75.0% | -42.7% | -33.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling