+88.7%
ACN vs URA
+371.9%
-283.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +3.1% | -7.2% | -4.7% |
| 7D | -4.8% | +8.1% | -12.9% | -6.2% |
| 30D | +1.9% | +5.8% | -3.9% | +0.7% |
| 3M | +3.9% | +3.4% | +0.4% | +2.5% |
| 6M | -15.0% | -2.6% | -12.4% | -16.1% |
| YTD | -31.9% | +11.2% | -43.1% | -35.6% |
| 1Y | -28.5% | +19.8% | -48.3% | -34.5% |
| 3Y | -41.9% | +121.5% | -163.4% | -56.6% |
| 5Y | -42.9% | +134.5% | -177.3% | -60.0% |
| 10Y | +88.7% | +376.7% | -288.0% | -5.0% |
| All | +88.7% | +371.9% | -283.2% | -5.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling