+1,760.6%
ACU vs SPY
+3,015.5%
-1,254.9%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +14.0% |
| 3M | +24.6% | -2.7% | +27.3% | +25.3% |
| 6M | +69.9% | +2.2% | +67.7% | +68.8% |
| YTD | +76.7% | +10.8% | +65.9% | +72.5% |
| 1Y | +93.2% | +11.2% | +82.0% | +88.5% |
| 3Y | +136.7% | +76.5% | +60.2% | +110.5% |
| 5Y | +106.7% | +72.9% | +33.8% | +83.6% |
| 10Y | +291.6% | +304.8% | -13.3% | +198.1% |
| All | +1,760.6% | +3,015.5% | -1,254.9% | +1,048.6% |
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 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