-19.7%
USAR vs ACI
-33.9%
+14.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | -3.4% | +14.2% | +10.1% |
| 7D | -14.5% | -2.2% | -12.3% | -14.7% |
| 30D | -37.8% | +10.3% | -48.1% | -36.5% |
| 3M | -52.8% | +7.2% | -59.9% | -51.9% |
| 6M | -71.2% | -18.0% | -53.2% | -71.9% |
| YTD | -30.9% | -22.0% | -8.9% | -32.6% |
| 1Y | -48.0% | -23.4% | -24.6% | -49.5% |
| All | -19.7% | -33.9% | +14.3% | -27.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling