-43.5%
ACN vs UUUU
+111.0%
-154.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -6.3% | +7.5% | +1.5% |
| 7D | -7.9% | -5.0% | -2.9% | -7.7% |
| 30D | -1.1% | -7.8% | +6.7% | -0.8% |
| 3M | +5.6% | -0.4% | +6.0% | +5.2% |
| 6M | -9.9% | -32.9% | +22.9% | -8.8% |
| YTD | -32.3% | -6.3% | -26.1% | -34.2% |
| 1Y | -25.3% | +7.9% | -33.2% | -29.6% |
| 3Y | -42.3% | +85.2% | -127.5% | -51.0% |
| 5Y | -43.5% | +97.0% | -140.4% | -54.6% |
| All | -43.5% | +111.0% | -154.5% | -54.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling