+5.5%
URI vs ACI
-32.3%
+37.9%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.6% |
| 7D | -2.0% | +0.2% | -2.1% | -1.9% |
| 30D | -12.9% | +5.9% | -18.9% | -12.3% |
| 3M | -6.7% | -19.8% | +13.0% | -6.9% |
| 6M | +19.0% | -24.7% | +43.7% | +19.4% |
| YTD | +25.5% | -24.4% | +49.9% | +25.5% |
| 1Y | +5.5% | -31.5% | +37.0% | +8.7% |
| All | +5.5% | -32.3% | +37.9% | +8.7% |
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