-43.9%
ACI vs UUUU
+74.5%
-118.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -5.0% | +8.2% | +3.2% |
| 7D | -3.7% | -10.5% | +6.8% | -3.8% |
| 30D | +0.6% | -10.5% | +11.1% | +0.5% |
| 3M | -20.3% | -14.1% | -6.2% | -20.4% |
| 6M | -24.7% | -35.5% | +10.8% | -24.7% |
| YTD | -27.2% | -10.9% | -16.3% | -27.6% |
| 1Y | -32.7% | +3.4% | -36.1% | -32.7% |
| 3Y | -43.9% | +73.1% | -117.0% | -45.4% |
| All | -43.9% | +74.5% | -118.4% | -45.4% |
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