-31.6%
ACI vs IBB
+86.1%
-117.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.3% | -0.7% |
| 7D | +2.3% | -0.5% | +2.8% | +2.3% |
| 30D | +1.2% | +4.6% | -3.3% | +1.1% |
| 3M | +6.8% | +6.8% | 0.0% | +6.5% |
| 6M | -18.7% | +23.1% | -41.8% | -19.6% |
| YTD | -20.2% | +26.0% | -46.2% | -21.4% |
| 1Y | -23.7% | +30.4% | -54.1% | -25.2% |
| 3Y | -31.6% | +85.4% | -117.1% | -37.6% |
| All | -31.6% | +86.1% | -117.7% | -37.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling