+22.2%
ACI vs BUD
+74.1%
-51.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -3.1% |
| 7D | -2.6% | +0.8% | -3.3% | -2.7% |
| 30D | +1.1% | -4.8% | +5.9% | +2.0% |
| 3M | -23.6% | +1.4% | -25.0% | -23.7% |
| 6M | -29.9% | +9.9% | -39.8% | -31.0% |
| YTD | -26.9% | +26.3% | -53.2% | -29.5% |
| 1Y | -34.2% | +36.1% | -70.4% | -37.3% |
| 3Y | -43.6% | +48.6% | -92.2% | -46.9% |
| 5Y | -42.4% | +45.0% | -87.4% | -46.2% |
| All | +22.2% | +74.1% | -51.9% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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