+42.5%
UBER vs ACWI
+70.3%
-27.9%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.2% |
| 7D | +5.1% | -2.4% | +7.5% | +7.8% |
| 30D | +0.2% | -5.2% | +5.4% | +6.1% |
| 3M | -2.7% | -4.8% | +2.2% | +2.5% |
| 6M | -13.4% | -1.3% | -12.1% | -12.9% |
| YTD | -16.1% | +8.4% | -24.4% | -25.0% |
| 1Y | -25.5% | +11.0% | -36.6% | -35.5% |
| 3Y | +42.5% | +70.6% | -28.1% | -26.7% |
| All | +42.5% | +70.3% | -27.9% | -26.7% |
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