-49.8%
USAR vs ACI
-18.4%
-31.4%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +3.5% | -9.4% | -5.1% |
| 7D | -21.8% | +4.5% | -26.2% | -20.8% |
| 30D | -39.9% | +20.9% | -60.8% | -38.2% |
| 3M | -52.5% | +15.2% | -67.8% | -51.3% |
| 6M | -67.9% | -13.3% | -54.6% | -67.9% |
| YTD | -31.1% | -16.2% | -14.9% | -31.3% |
| 1Y | -49.8% | -16.9% | -33.0% | -52.7% |
| All | -49.8% | -18.4% | -31.4% | -52.7% |
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