-40.3%
ACI vs IBB
+68.6%
-108.9%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.3% |
| 7D | +0.2% | +1.4% | -1.3% | +0.1% |
| 30D | +5.9% | +10.5% | -4.6% | +5.4% |
| 3M | -19.8% | +23.6% | -43.4% | -20.8% |
| 6M | -24.7% | +22.6% | -47.4% | -25.6% |
| YTD | -24.4% | +25.7% | -50.1% | -25.6% |
| 1Y | -31.5% | +51.4% | -82.9% | -34.4% |
| All | -40.3% | +68.6% | -108.9% | -44.9% |
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