+75.4%
USAR vs ACI
-38.8%
+114.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.3% | +3.6% | -0.2% |
| 7D | +2.3% | -2.6% | +4.9% | +1.9% |
| 30D | -8.6% | +1.1% | -9.7% | -8.5% |
| 3M | -20.5% | -23.6% | +3.2% | -23.6% |
| 6M | +1.2% | -29.9% | +31.1% | -3.2% |
| YTD | +48.4% | -26.9% | +75.3% | +42.6% |
| 1Y | +30.6% | -34.2% | +64.9% | +23.2% |
| 3Y | +73.6% | -43.6% | +117.3% | +54.3% |
| All | +75.4% | -38.8% | +114.2% | +55.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling