-22.5%
ACN vs URA
+33.4%
-55.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.4% | -6.1% | -2.2% |
| 7D | +0.9% | -4.1% | +5.0% | +1.3% |
| 30D | +33.5% | -19.0% | +52.5% | +36.3% |
| 3M | +53.5% | -25.1% | +78.6% | +57.7% |
| 6M | +52.2% | -44.5% | +96.7% | +62.4% |
| YTD | -0.1% | -24.3% | +24.2% | -0.6% |
| 1Y | +11.0% | -28.1% | +39.2% | +11.3% |
| 3Y | -11.8% | +40.7% | -52.5% | -28.5% |
| All | -22.5% | +33.4% | -55.9% | -39.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling