+26.3%
ACI vs LII
+86.9%
-60.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | -0.5% |
| 7D | +0.2% | -0.7% | +0.9% | +0.2% |
| 30D | +5.9% | -12.6% | +18.5% | +7.6% |
| 3M | -19.8% | -24.4% | +4.7% | -17.7% |
| 6M | -24.7% | -28.7% | +4.0% | -22.3% |
| YTD | -24.4% | -19.1% | -5.2% | -23.7% |
| 1Y | -31.5% | -29.7% | -1.8% | -29.4% |
| 3Y | -38.7% | +4.8% | -43.5% | -43.5% |
| 5Y | -42.8% | +24.6% | -67.4% | -50.1% |
| All | +26.3% | +86.9% | -60.6% | -6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 all: compounded portfolio wealth divided by compounded LII 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…
all analysis · Full analysis span regression · 6 months rolling