+59.8%
UBER vs ACWI
+58.7%
+1.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.2% |
| 7D | +1.6% | +2.4% | -0.8% | -1.8% |
| 30D | +0.6% | -1.7% | +2.2% | +2.8% |
| 3M | -8.2% | -3.9% | -4.2% | -3.1% |
| 6M | -6.7% | +0.8% | -7.5% | -8.8% |
| YTD | -14.7% | +11.0% | -25.8% | -28.4% |
| 1Y | -24.1% | +13.1% | -37.2% | -38.0% |
| 3Y | +33.4% | +73.9% | -40.5% | -46.1% |
| All | +59.8% | +58.7% | +1.1% | -15.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling