+22.2%
ACI vs UUUU
+843.2%
-821.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.0% | -4.3% | -3.3% |
| 7D | -2.6% | +2.8% | -5.4% | -2.7% |
| 30D | +1.1% | +3.4% | -2.3% | +0.9% |
| 3M | -23.6% | -3.9% | -19.8% | -23.7% |
| 6M | -29.9% | -23.2% | -6.8% | -29.7% |
| YTD | -26.9% | +0.6% | -27.4% | -28.1% |
| 1Y | -34.2% | +22.9% | -57.1% | -36.5% |
| 3Y | -43.6% | +98.6% | -142.3% | -48.6% |
| 5Y | -42.4% | +130.2% | -172.6% | -50.0% |
| All | +22.2% | +843.2% | -821.1% | -7.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling