+26.3%
ACI vs SUI
+4.4%
+21.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | +0.2% | -2.8% | +3.0% | +0.7% |
| 30D | +5.9% | -1.2% | +7.1% | +6.1% |
| 3M | -19.8% | -1.7% | -18.0% | -19.5% |
| 6M | -24.7% | -10.5% | -14.3% | -23.3% |
| YTD | -24.4% | -1.8% | -22.6% | -24.2% |
| 1Y | -31.5% | -4.1% | -27.4% | -31.1% |
| 3Y | -38.7% | +11.3% | -49.9% | -40.4% |
| 5Y | -42.8% | -32.1% | -10.7% | -40.4% |
| All | +26.3% | +4.4% | +21.9% | +23.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling