-40.8%
ACI vs UUUU
+111.0%
-151.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.3% | +5.1% | -1.1% |
| 7D | -7.1% | -5.0% | -2.1% | -6.9% |
| 30D | -4.5% | -7.8% | +3.3% | -4.3% |
| 3M | -22.3% | -0.4% | -21.8% | -22.4% |
| 6M | -28.4% | -32.9% | +4.5% | -27.9% |
| YTD | -29.5% | -6.3% | -23.3% | -30.5% |
| 1Y | -34.2% | +7.9% | -42.2% | -35.9% |
| 3Y | -45.7% | +85.2% | -130.9% | -49.9% |
| 5Y | -40.8% | +97.0% | -137.7% | -48.7% |
| All | -40.8% | +111.0% | -151.8% | -48.7% |
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