+34.3%
ACGL vs UUUU
-2.8%
+37.1%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +9.8% | -9.0% | +0.9% |
| 7D | -1.1% | -1.1% | 0.0% | -1.1% |
| 30D | +13.1% | -26.6% | +39.7% | +12.7% |
| 3M | +9.8% | -48.3% | +58.1% | +8.9% |
| 6M | +15.3% | -65.8% | +81.1% | +14.4% |
| YTD | +12.7% | -49.7% | +62.4% | +11.3% |
| 1Y | +20.7% | -53.3% | +74.0% | +19.3% |
| 3Y | +34.3% | -7.4% | +41.6% | +31.9% |
| All | +34.3% | -2.8% | +37.1% | +31.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling