+212.6%
URI vs ACI
-41.8%
+254.4%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.4% | +5.5% | +4.3% |
| 7D | +2.4% | -5.3% | +7.7% | +2.9% |
| 30D | +8.9% | +5.0% | +3.8% | +8.3% |
| 3M | +0.8% | +7.5% | -6.7% | 0.0% |
| 6M | +23.1% | -16.0% | +39.1% | +25.1% |
| YTD | +43.1% | -20.6% | +63.7% | +46.5% |
| 1Y | +35.7% | -23.5% | +59.2% | +40.0% |
| 3Y | +158.2% | -32.1% | +190.3% | +169.9% |
| 5Y | +212.6% | -42.5% | +255.1% | +223.8% |
| All | +212.6% | -41.8% | +254.4% | +223.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling