+8.1%
ACRE vs SPY
+312.5%
-304.4%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.3% |
| 7D | -2.2% | -0.4% | -1.8% | -1.8% |
| 30D | -3.5% | -1.4% | -2.1% | -1.9% |
| 3M | -7.4% | +3.7% | -11.1% | -11.4% |
| 6M | -6.1% | +13.0% | -19.1% | -18.9% |
| YTD | -0.7% | +12.4% | -13.0% | -13.6% |
| 1Y | +4.1% | +18.5% | -14.5% | -15.4% |
| 3Y | -35.9% | +77.6% | -113.5% | -68.3% |
| 5Y | -46.2% | +81.7% | -127.9% | -74.3% |
| 10Y | +8.1% | +319.7% | -311.5% | -76.6% |
| All | +8.1% | +312.5% | -304.4% | -76.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling