-42.4%
ACI vs SPXU
-83.3%
+40.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.2% | -2.0% | -0.7% |
| 7D | +2.3% | -7.6% | +9.8% | +1.6% |
| 30D | +1.2% | +5.3% | -4.1% | +1.8% |
| 3M | +6.8% | +9.6% | -2.8% | +7.8% |
| 6M | -18.7% | -4.5% | -14.2% | -18.7% |
| YTD | -20.2% | -25.9% | +5.7% | -21.8% |
| 1Y | -23.7% | -28.9% | +5.1% | -25.5% |
| 3Y | -31.6% | -80.5% | +48.8% | -41.6% |
| All | -42.4% | -83.3% | +40.8% | -52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 5y: compounded portfolio wealth divided by compounded SPXU 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…
5y analysis · Full analysis span regression · 6 months rolling