+151.8%
ACGL vs UUUU
+118.2%
+33.6%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.5% | -2.5% |
| 7D | -2.9% | +2.8% | -5.8% | -3.0% |
| 30D | -2.8% | +3.4% | -6.2% | -3.0% |
| 3M | +6.8% | -3.9% | +10.7% | +6.8% |
| 6M | -1.5% | -23.2% | +21.6% | -1.1% |
| YTD | -0.2% | +0.6% | -0.8% | -1.7% |
| 1Y | +5.3% | +22.9% | -17.6% | +1.8% |
| 3Y | +30.3% | +98.6% | -68.4% | +19.3% |
| 5Y | +151.8% | +130.2% | +21.6% | +121.5% |
| All | +151.8% | +118.2% | +33.6% | +121.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling