+156.3%
ACN vs URI
+1,313.6%
-1,157.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +6.9% | -9.2% | -4.1% |
| 7D | -2.5% | -4.0% | +1.5% | -1.8% |
| 30D | +22.6% | +6.8% | +15.9% | +20.2% |
| 3M | +45.9% | -2.8% | +48.7% | +46.0% |
| 6M | +43.8% | +20.9% | +23.0% | +34.3% |
| YTD | -2.5% | +40.2% | -42.7% | -14.4% |
| 1Y | +6.5% | +34.1% | -27.6% | -5.4% |
| 3Y | -14.2% | +164.1% | -178.3% | -40.5% |
| 5Y | -24.4% | +199.3% | -223.8% | -51.3% |
| 10Y | +156.3% | +1,218.8% | -1,062.5% | +14.9% |
| All | +156.3% | +1,313.6% | -1,157.3% | +14.9% |
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