-41.2%
ACI vs SUI
-26.3%
-14.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.5% | -1.9% | -3.1% |
| 7D | -2.2% | +6.2% | -8.4% | -3.5% |
| 30D | +10.3% | +8.6% | +1.7% | +8.4% |
| 3M | +7.2% | +1.0% | +6.2% | +6.9% |
| 6M | -18.0% | -2.6% | -15.4% | -17.6% |
| YTD | -22.0% | -0.1% | -21.9% | -22.1% |
| 1Y | -23.4% | +0.5% | -23.8% | -23.6% |
| 3Y | -35.8% | +15.3% | -51.1% | -38.2% |
| All | -41.2% | -26.3% | -14.9% | -38.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling