+2,367.7%
BE vs ACI
+32.8%
+2,334.9%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.8% | -4.2% | -4.9% |
| 7D | +10.8% | +2.3% | +8.6% | +10.6% |
| 30D | -19.8% | +1.2% | -21.0% | -20.0% |
| 3M | -18.7% | +6.8% | -25.5% | -19.6% |
| 6M | -33.7% | -18.7% | -15.0% | -32.3% |
| YTD | +121.0% | -20.2% | +141.2% | +123.3% |
| 1Y | +85.4% | -23.7% | +109.1% | +89.6% |
| 3Y | +1,709.5% | -31.6% | +1,741.2% | +1,784.1% |
| 5Y | +462.2% | -42.8% | +505.0% | +497.5% |
| All | +2,367.7% | +32.8% | +2,334.9% | +1,720.5% |
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