+669.5%
ACN vs URA
-51.6%
+721.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.4% | -6.1% | -2.6% |
| 7D | +0.9% | -4.1% | +5.0% | +1.6% |
| 30D | +33.5% | -19.0% | +52.5% | +38.8% |
| 3M | +53.5% | -25.1% | +78.6% | +61.5% |
| 6M | +52.2% | -44.5% | +96.7% | +69.1% |
| YTD | -0.1% | -24.3% | +24.2% | +1.0% |
| 1Y | +11.0% | -28.1% | +39.2% | +13.3% |
| 3Y | -11.8% | +40.7% | -52.5% | -28.3% |
| 5Y | -22.8% | +35.5% | -58.3% | -38.9% |
| 10Y | +162.4% | +281.2% | -118.7% | +40.7% |
| All | +669.5% | -51.6% | +721.1% | +559.8% |
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