+69.4%
USAR vs ACI
-40.2%
+109.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.4% | -1.0% | -3.8% |
| 7D | -4.4% | -5.0% | +0.6% | -5.2% |
| 30D | -10.4% | -2.3% | -8.1% | -10.7% |
| 3M | -18.4% | -23.2% | +4.8% | -21.4% |
| 6M | -8.8% | -29.5% | +20.7% | -13.0% |
| YTD | +43.4% | -28.6% | +72.0% | +37.2% |
| 1Y | +21.0% | -34.0% | +55.0% | +14.4% |
| 3Y | +67.7% | -45.0% | +112.7% | +48.5% |
| All | +69.4% | -40.2% | +109.7% | +49.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling