+22.2%
ACI vs IBB
+53.0%
-30.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.2% | -1.1% | -3.0% |
| 7D | -2.6% | -1.7% | -0.9% | -2.4% |
| 30D | +1.1% | +4.9% | -3.8% | +0.5% |
| 3M | -23.6% | +24.2% | -47.9% | -25.8% |
| 6M | -29.9% | +23.8% | -53.8% | -32.0% |
| YTD | -26.9% | +23.0% | -49.8% | -29.0% |
| 1Y | -34.2% | +46.2% | -80.4% | -38.0% |
| 3Y | -43.6% | +64.8% | -108.4% | -48.2% |
| 5Y | -42.4% | +20.9% | -63.3% | -46.4% |
| All | +22.2% | +53.0% | -30.8% | +11.3% |
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