+7.0%
ACN vs URI
+32.9%
-25.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +6.9% | -9.2% | -1.7% |
| 7D | -2.5% | -4.0% | +1.5% | -2.8% |
| 30D | +22.6% | +6.8% | +15.9% | +23.4% |
| 3M | +45.9% | -2.8% | +48.7% | +45.4% |
| 6M | +43.8% | +20.9% | +23.0% | +44.5% |
| YTD | -2.5% | +40.2% | -42.7% | +0.1% |
| All | +7.0% | +32.9% | -25.9% | +13.1% |
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