-31.5%
ACI vs WY
-5.4%
-26.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | +0.2% | -2.6% | +2.8% | +0.9% |
| 30D | +5.9% | -10.9% | +16.8% | +9.3% |
| 3M | -19.8% | -6.0% | -13.8% | -18.6% |
| 6M | -24.7% | -5.6% | -19.1% | -23.6% |
| YTD | -24.4% | -1.1% | -23.2% | -24.3% |
| 1Y | -31.5% | -7.5% | -24.0% | -30.1% |
| All | -31.5% | -5.4% | -26.1% | -30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling