-42.4%
ACI vs BEN
+42.4%
-84.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.0% | -3.2% |
| 7D | -2.6% | +4.7% | -7.3% | -3.2% |
| 30D | +1.1% | +2.6% | -1.5% | +0.7% |
| 3M | -23.6% | +11.5% | -35.1% | -24.9% |
| 6M | -29.9% | +35.3% | -65.3% | -33.1% |
| YTD | -26.9% | +48.6% | -75.5% | -31.3% |
| 1Y | -34.2% | +46.7% | -80.9% | -38.2% |
| 3Y | -43.6% | +57.0% | -100.6% | -48.3% |
| 5Y | -42.4% | +41.8% | -84.2% | -50.6% |
| All | -42.4% | +42.4% | -84.8% | -50.6% |
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