+324.6%
ACGL vs UUUU
+391.5%
-66.9%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.8% | -2.8% | -0.1% |
| 7D | -1.4% | -3.5% | +2.1% | -1.2% |
| 30D | +12.4% | -28.3% | +40.6% | +14.4% |
| 3M | +11.1% | -53.1% | +64.2% | +16.0% |
| 6M | +16.3% | -68.6% | +84.9% | +24.1% |
| YTD | +13.8% | -52.3% | +66.2% | +15.9% |
| 1Y | +20.4% | -55.8% | +76.2% | +22.9% |
| 3Y | +33.6% | -12.3% | +45.9% | +23.4% |
| 5Y | +176.8% | -36.9% | +213.7% | +153.4% |
| 10Y | +324.6% | +388.0% | -63.4% | +184.3% |
| All | +324.6% | +391.5% | -66.9% | +184.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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