+153.7%
ACN vs URI
+1,189.1%
-1,035.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.1% | +3.7% | +2.1% |
| 7D | +1.6% | -6.0% | +7.5% | +2.9% |
| 30D | +24.6% | +4.6% | +20.0% | +22.7% |
| 3M | +46.2% | -2.7% | +48.9% | +46.2% |
| 6M | +46.2% | +18.4% | +27.8% | +37.2% |
| YTD | -0.9% | +37.4% | -38.2% | -12.5% |
| 1Y | +8.8% | +30.4% | -21.6% | -2.7% |
| 3Y | -14.3% | +147.9% | -162.2% | -39.4% |
| 5Y | -22.6% | +202.1% | -224.7% | -50.3% |
| 10Y | +153.7% | +1,182.4% | -1,028.7% | +14.4% |
| All | +153.7% | +1,189.1% | -1,035.3% | +14.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling