-40.4%
ACN vs UUUU
+74.5%
-114.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -5.0% | +8.4% | +3.2% |
| 7D | -1.5% | -10.5% | +9.0% | -1.8% |
| 30D | +2.1% | -10.5% | +12.6% | +1.8% |
| 3M | +11.1% | -14.1% | +25.2% | +11.1% |
| 6M | -6.8% | -35.5% | +28.6% | -7.1% |
| YTD | -30.0% | -10.9% | -19.1% | -30.6% |
| 1Y | -23.1% | +3.4% | -26.5% | -24.2% |
| 3Y | -40.4% | +73.1% | -113.5% | -43.3% |
| All | -40.4% | +74.5% | -114.9% | -43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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