+11.9%
ACN vs USAR
-49.3%
+61.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -5.9% | +9.7% | +3.4% |
| 7D | +8.6% | -21.8% | +30.3% | +6.7% |
| 30D | +36.6% | -39.9% | +76.5% | +32.5% |
| 3M | +56.3% | -52.5% | +108.8% | +49.9% |
| 6M | +49.7% | -67.9% | +117.6% | +42.8% |
| YTD | +1.3% | -31.1% | +32.4% | -0.7% |
| 1Y | +11.9% | -49.8% | +61.8% | +9.8% |
| All | +11.9% | -49.3% | +61.2% | +9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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