-34.2%
ACI vs URA
+20.2%
-54.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +3.1% | -6.4% | -2.9% |
| 7D | -2.6% | +8.1% | -10.7% | -1.8% |
| 30D | +1.1% | +5.8% | -4.7% | +1.7% |
| 3M | -23.6% | +3.4% | -27.1% | -23.1% |
| 6M | -29.9% | -2.6% | -27.3% | -29.5% |
| YTD | -26.9% | +11.2% | -38.0% | -25.7% |
| 1Y | -34.2% | +19.8% | -54.1% | -29.6% |
| All | -34.2% | +20.2% | -54.5% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 1y: compounded portfolio wealth divided by compounded URA 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…
1y analysis · Full analysis span regression · 6 months rolling