+67.6%
UBER vs ALC
+23.8%
+43.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.2% | -2.4% | -1.0% |
| 7D | +1.6% | -1.1% | +2.7% | +2.2% |
| 30D | +0.6% | +16.0% | -15.5% | -7.9% |
| 3M | -8.2% | +0.8% | -9.0% | -8.9% |
| 6M | -6.7% | +16.8% | -23.5% | -15.3% |
| YTD | -14.7% | -5.5% | -9.2% | -13.8% |
| 1Y | -24.1% | -5.3% | -18.8% | -23.7% |
| 3Y | +33.4% | +4.1% | +29.3% | +18.3% |
| 5Y | +54.5% | -7.1% | +61.5% | +47.6% |
| All | +67.6% | +23.8% | +43.9% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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