+32.9%
URI vs ACI
-18.4%
+51.3%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +3.5% | -7.9% | -3.7% |
| 7D | -4.3% | +4.5% | -8.8% | -3.4% |
| 30D | +4.6% | +20.9% | -16.2% | +8.5% |
| 3M | -2.1% | +15.2% | -17.4% | +0.8% |
| 6M | +21.9% | -13.3% | +35.2% | +23.0% |
| YTD | +39.7% | -16.2% | +55.9% | +39.7% |
| 1Y | +32.9% | -16.9% | +49.7% | +32.7% |
| All | +32.9% | -18.4% | +51.3% | +32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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