+31.5%
ACI vs IBB
+62.0%
-30.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.8% | -1.8% | +0.6% |
| 7D | -5.9% | +2.7% | -8.6% | -6.2% |
| 30D | +7.2% | +6.3% | +0.9% | +6.4% |
| 3M | +8.8% | +11.1% | -2.2% | +7.4% |
| 6M | -17.2% | +29.2% | -46.4% | -19.9% |
| YTD | -21.3% | +30.2% | -51.5% | -24.1% |
| 1Y | -23.7% | +39.5% | -63.2% | -27.3% |
| 3Y | -32.8% | +92.3% | -125.2% | -39.7% |
| 5Y | -41.4% | +43.0% | -84.4% | -46.3% |
| All | +31.5% | +62.0% | -30.5% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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