-11.8%
ACN vs URI
+138.8%
-150.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -2.9% | -1.8% |
| 7D | +0.9% | -9.8% | +10.7% | +1.6% |
| 30D | +33.5% | +1.7% | +31.8% | +33.2% |
| 3M | +53.5% | -9.1% | +62.5% | +54.3% |
| 6M | +52.2% | +9.9% | +42.4% | +49.1% |
| YTD | -0.1% | +31.2% | -31.3% | -5.3% |
| 1Y | +11.0% | +25.9% | -14.9% | +6.1% |
| 3Y | -11.8% | +147.4% | -159.2% | -26.4% |
| All | -11.8% | +138.8% | -150.6% | -26.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling