-19.0%
USAR vs ACI
-33.2%
+14.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +0.9% |
| 7D | -0.8% | +2.3% | -3.1% | -0.2% |
| 30D | -20.9% | +1.2% | -22.2% | -20.4% |
| 3M | -56.2% | +6.8% | -62.9% | -55.4% |
| 6M | -67.9% | -18.7% | -49.2% | -68.5% |
| YTD | -31.4% | -20.2% | -11.2% | -32.7% |
| 1Y | -45.1% | -23.7% | -21.3% | -46.6% |
| 3Y | -20.3% | -31.6% | +11.3% | -27.6% |
| All | -19.0% | -33.2% | +14.3% | -26.5% |
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