+82.2%
UBER vs ACWI
+156.1%
-73.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.2% |
| 7D | -3.9% | +0.5% | -4.4% | -4.6% |
| 30D | +11.1% | +0.9% | +10.3% | +9.8% |
| 3M | +4.9% | +2.4% | +2.5% | +1.0% |
| 6M | -1.2% | +12.4% | -13.5% | -16.8% |
| YTD | -7.3% | +15.2% | -22.4% | -25.0% |
| 1Y | -17.6% | +22.7% | -40.3% | -39.1% |
| 3Y | +61.1% | +75.8% | -14.7% | -29.0% |
| 5Y | +87.9% | +67.7% | +20.2% | -7.9% |
| All | +82.2% | +156.1% | -73.8% | -48.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling