+151.4%
ACN vs URI
+1,246.1%
-1,094.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.2% | -6.0% | -2.9% |
| 7D | -4.0% | +2.6% | -6.6% | -4.9% |
| 30D | +19.0% | +9.1% | +9.9% | +15.9% |
| 3M | +42.2% | +1.0% | +41.2% | +40.8% |
| 6M | +50.1% | +23.3% | +26.8% | +39.4% |
| YTD | -2.7% | +43.3% | -46.0% | -15.1% |
| 1Y | +7.6% | +35.9% | -28.3% | -4.8% |
| 3Y | -15.9% | +158.6% | -174.5% | -41.2% |
| 5Y | -24.4% | +213.1% | -237.5% | -51.9% |
| 10Y | +151.4% | +1,213.1% | -1,061.7% | +11.2% |
| All | +151.4% | +1,246.1% | -1,094.7% | +11.2% |
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