-24.7%
ACN vs URI
+7.3%
-32.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.6% | -4.9% | -3.2% |
| 7D | -1.5% | -2.0% | +0.5% | -1.7% |
| 30D | +9.4% | -12.9% | +22.3% | +8.1% |
| 3M | +5.6% | -6.7% | +12.4% | +5.1% |
| 6M | -9.3% | +19.0% | -28.2% | -8.9% |
| YTD | -29.0% | +25.5% | -54.5% | -28.5% |
| 1Y | -24.7% | +5.5% | -30.2% | -23.3% |
| All | -24.7% | +7.3% | -32.0% | -23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 1y: compounded portfolio wealth divided by compounded URI 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…
1y analysis · Full analysis span regression · 6 months rolling