+34.4%
ACI vs SUI
+5.3%
+29.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.9% | +3.1% | +2.4% |
| 7D | -0.6% | +3.4% | -4.0% | -1.3% |
| 30D | +9.5% | +4.6% | +4.9% | +8.6% |
| 3M | +10.1% | +1.6% | +8.5% | +9.7% |
| 6M | -15.4% | -3.5% | -11.9% | -14.9% |
| YTD | -19.5% | -1.0% | -18.5% | -19.5% |
| 1Y | -21.0% | -1.7% | -19.2% | -20.8% |
| 3Y | -31.2% | +18.4% | -49.6% | -33.8% |
| 5Y | -40.6% | -26.3% | -14.2% | -38.6% |
| All | +34.4% | +5.3% | +29.1% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling