-42.5%
ACI vs BEN
+32.3%
-74.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -5.3% | +7.2% | -12.5% | -6.2% |
| 30D | +5.0% | +14.1% | -9.1% | +3.2% |
| 3M | +7.5% | +9.9% | -2.4% | +6.2% |
| 6M | -16.0% | +17.4% | -33.4% | -18.0% |
| YTD | -20.6% | +57.3% | -77.9% | -26.0% |
| 1Y | -23.5% | +66.9% | -90.5% | -29.4% |
| 3Y | -32.1% | +85.7% | -117.8% | -39.4% |
| 5Y | -42.5% | +31.2% | -73.7% | -51.5% |
| All | -42.5% | +32.3% | -74.8% | -51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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