+681.0%
URI vs ACI
+29.9%
+651.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.4% | +4.5% | +1.4% |
| 7D | -9.8% | -2.2% | -7.6% | -9.6% |
| 30D | +1.7% | +10.3% | -8.5% | +0.9% |
| 3M | -9.1% | +7.2% | -16.2% | -9.7% |
| 6M | +9.9% | -18.0% | +27.9% | +11.5% |
| YTD | +31.2% | -22.0% | +53.2% | +33.8% |
| 1Y | +25.9% | -23.4% | +49.3% | +28.7% |
| 3Y | +147.4% | -35.8% | +183.2% | +157.5% |
| 5Y | +179.7% | -43.7% | +223.4% | +190.8% |
| All | +681.0% | +29.9% | +651.1% | +686.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling