-26.6%
ACIU vs SPY
+78.1%
-104.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.1% |
| 7D | -4.5% | +2.6% | -7.1% | -6.9% |
| 30D | -11.2% | -2.0% | -9.3% | -9.0% |
| 3M | -17.1% | -2.8% | -14.3% | -14.5% |
| 6M | -25.0% | +2.1% | -27.1% | -26.4% |
| YTD | -32.2% | +11.5% | -43.7% | -39.0% |
| 1Y | -34.1% | +13.5% | -47.5% | -41.4% |
| 3Y | -26.6% | +77.7% | -104.3% | -56.5% |
| All | -26.6% | +78.1% | -104.6% | -56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 3y: compounded portfolio wealth divided by compounded SPY 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…
3y analysis · Full analysis span regression · 6 months rolling