+21.6%
ACI vs WY
+28.1%
-6.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.3% | +2.9% | +3.2% |
| 7D | -3.7% | -4.2% | +0.4% | -2.9% |
| 30D | +0.6% | -10.1% | +10.7% | +2.8% |
| 3M | -20.3% | -8.5% | -11.8% | -18.9% |
| 6M | -24.7% | -3.3% | -21.3% | -24.3% |
| YTD | -27.2% | -4.4% | -22.8% | -26.7% |
| 1Y | -32.7% | -11.5% | -21.2% | -31.3% |
| 3Y | -43.9% | -24.3% | -19.6% | -41.6% |
| 5Y | -38.9% | -21.3% | -17.5% | -37.2% |
| All | +21.6% | +28.1% | -6.5% | +25.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling