+151.4%
ACN vs URI
+1,243.8%
-1,092.4%
-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% | +2.4% | -6.4% | -4.8% |
| 30D | +19.0% | +8.9% | +10.1% | +16.0% |
| 3M | +42.2% | +0.8% | +41.4% | +40.9% |
| 6M | +50.1% | +23.1% | +27.0% | +39.5% |
| YTD | -2.7% | +43.1% | -45.8% | -15.1% |
| 1Y | +7.6% | +35.7% | -28.1% | -4.7% |
| 3Y | -15.9% | +158.2% | -174.1% | -41.2% |
| 5Y | -24.4% | +212.6% | -236.9% | -51.8% |
| 10Y | +151.4% | +1,210.8% | -1,059.4% | +11.2% |
| All | +151.4% | +1,243.8% | -1,092.4% | +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