+159.9%
DELL vs ACI
-23.3%
+183.3%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.8% | -6.4% | -7.4% |
| 7D | +4.9% | +2.3% | +2.6% | +5.5% |
| 30D | -32.1% | +1.2% | -33.3% | -31.5% |
| 3M | -30.2% | +6.8% | -37.0% | -28.7% |
| 6M | +41.7% | -18.7% | +60.4% | +37.7% |
| YTD | +176.6% | -20.2% | +196.8% | +166.2% |
| 1Y | +159.9% | -23.7% | +183.7% | +149.0% |
| All | +159.9% | -23.3% | +183.3% | +149.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling