+93.2%
ACU vs SPY
+11.9%
+81.3%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.6% |
| 7D | +1.1% | -0.6% | +1.7% | +1.3% |
| 30D | +13.1% | -3.7% | +16.8% | +13.9% |
| 3M | +24.6% | -2.7% | +27.3% | +25.3% |
| 6M | +69.9% | +2.2% | +67.7% | +68.2% |
| YTD | +76.7% | +10.8% | +65.9% | +64.8% |
| 1Y | +93.2% | +11.2% | +82.0% | +79.7% |
| All | +93.2% | +11.9% | +81.3% | +79.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling