+332.3%
AU vs ACI
+21.2%
+311.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.2% | -2.7% | +0.3% |
| 7D | -4.3% | -3.7% | -0.5% | -4.1% |
| 30D | +7.3% | +0.6% | +6.7% | +7.2% |
| 3M | +26.3% | -20.3% | +46.6% | +28.0% |
| 6M | +1.8% | -24.7% | +26.4% | +3.3% |
| YTD | +26.8% | -27.2% | +54.0% | +29.1% |
| 1Y | +66.7% | -32.7% | +99.4% | +70.7% |
| 3Y | +579.1% | -43.9% | +623.0% | +605.3% |
| 5Y | +689.3% | -38.9% | +728.2% | +716.0% |
| All | +332.3% | +21.2% | +311.2% | +331.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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