-15.9%
ACN vs URA
+35.4%
-51.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.2% |
| 7D | -3.8% | -1.5% | -2.3% | -3.9% |
| 30D | +16.5% | -10.4% | +26.9% | +16.3% |
| 3M | +41.5% | -29.6% | +71.1% | +40.9% |
| 6M | +60.1% | -40.3% | +100.3% | +60.9% |
| YTD | -3.9% | -25.5% | +21.5% | -5.7% |
| 1Y | +4.1% | -26.4% | +30.5% | +2.2% |
| 3Y | -15.9% | +31.4% | -47.3% | -26.2% |
| All | -15.9% | +35.4% | -51.3% | -26.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling