-40.6%
ACN vs URI
+200.7%
-241.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.6% | -4.9% | -3.7% |
| 7D | -1.5% | -2.0% | +0.5% | -1.1% |
| 30D | +9.4% | -12.9% | +22.3% | +12.5% |
| 3M | +5.6% | -6.7% | +12.4% | +6.3% |
| 6M | -9.3% | +19.0% | -28.2% | -15.3% |
| YTD | -29.0% | +25.5% | -54.5% | -35.1% |
| 1Y | -24.7% | +5.5% | -30.2% | -27.7% |
| 3Y | -39.8% | +111.3% | -151.1% | -56.6% |
| All | -40.6% | +200.7% | -241.3% | -65.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling