+447.1%
ACN vs URA
-31.1%
+478.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.8% | -4.1% | -3.5% |
| 7D | -1.5% | +1.1% | -2.6% | -1.8% |
| 30D | +9.4% | +7.4% | +2.0% | +7.6% |
| 3M | +5.6% | -8.4% | +14.0% | +6.7% |
| 6M | -9.3% | -12.7% | +3.5% | -8.5% |
| YTD | -29.0% | +7.8% | -36.8% | -32.7% |
| 1Y | -24.7% | +19.5% | -44.1% | -31.5% |
| 3Y | -39.8% | +116.4% | -156.2% | -55.4% |
| 5Y | -40.9% | +134.3% | -175.2% | -59.0% |
| 10Y | +91.1% | +359.3% | -268.1% | +0.6% |
| All | +447.1% | -31.1% | +478.2% | +339.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling