+17.7%
ACI vs IBN
+227.0%
-209.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.2% |
| 7D | -7.1% | -5.5% | -1.6% | -6.9% |
| 30D | -4.5% | -3.4% | -1.1% | -4.4% |
| 3M | -22.3% | +8.7% | -30.9% | -22.5% |
| 6M | -28.4% | +3.7% | -32.1% | -28.5% |
| YTD | -29.5% | -2.4% | -27.1% | -29.4% |
| 1Y | -34.2% | -8.1% | -26.2% | -34.0% |
| 3Y | -45.7% | +26.3% | -72.0% | -46.0% |
| 5Y | -40.8% | +54.9% | -95.7% | -41.3% |
| All | +17.7% | +227.0% | -209.3% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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