-81.7%
ACIU vs SPY
+315.1%
-396.8%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.0% |
| 7D | +7.9% | +0.1% | +7.8% | +7.9% |
| 30D | +24.9% | +0.1% | +24.8% | +24.8% |
| 3M | +19.2% | +2.0% | +17.2% | +17.0% |
| 6M | +0.7% | +13.0% | -12.3% | -10.4% |
| YTD | -8.9% | +13.5% | -22.5% | -19.2% |
| 1Y | +33.0% | +20.0% | +13.1% | +12.6% |
| 3Y | -15.4% | +77.2% | -92.6% | -50.6% |
| 5Y | -59.8% | +81.9% | -141.7% | -76.9% |
| All | -81.7% | +315.1% | -396.8% | -96.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling