+647.2%
URI vs ACI
+25.9%
+621.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.6% |
| 7D | -2.0% | +0.2% | -2.1% | -2.0% |
| 30D | -12.9% | +5.9% | -18.9% | -13.4% |
| 3M | -6.7% | -19.8% | +13.0% | -5.0% |
| 6M | +19.0% | -24.7% | +43.7% | +21.9% |
| YTD | +25.5% | -24.4% | +49.9% | +28.5% |
| 1Y | +5.5% | -31.5% | +37.0% | +9.4% |
| 3Y | +111.3% | -38.7% | +150.0% | +121.3% |
| 5Y | +198.6% | -42.8% | +241.4% | +209.5% |
| All | +647.2% | +25.9% | +621.3% | +655.0% |
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