+17.7%
ACI vs IAG
+475.6%
-457.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.9% | -1.2% |
| 7D | -7.1% | -4.1% | -3.0% | -6.9% |
| 30D | -4.5% | +10.6% | -15.1% | -5.0% |
| 3M | -22.3% | +35.4% | -57.7% | -23.4% |
| 6M | -28.4% | -9.5% | -18.9% | -28.3% |
| YTD | -29.5% | +21.8% | -51.3% | -30.8% |
| 1Y | -34.2% | +84.1% | -118.4% | -37.1% |
| 3Y | -45.7% | +817.4% | -863.0% | -53.6% |
| 5Y | -40.8% | +830.1% | -870.9% | -51.6% |
| All | +17.7% | +475.6% | -457.9% | -4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded IAG 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling