+324.9%
ACGL vs UUUU
+370.7%
-45.8%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.7% | +0.4% |
| 7D | +2.2% | -1.1% | +3.2% | +2.2% |
| 30D | +12.3% | -21.0% | +33.3% | +13.7% |
| 3M | +11.8% | -54.8% | +66.6% | +17.0% |
| 6M | +17.5% | -67.3% | +84.8% | +24.9% |
| YTD | +14.3% | -54.7% | +68.9% | +16.7% |
| 1Y | +18.2% | -57.4% | +75.6% | +20.9% |
| 3Y | +33.2% | -19.6% | +52.8% | +23.9% |
| 5Y | +174.3% | -40.0% | +214.4% | +151.8% |
| All | +324.9% | +370.7% | -45.8% | +184.9% |
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