+685.0%
NET vs ACI
+25.9%
+659.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.6% | -1.9% |
| 7D | -7.0% | +0.2% | -7.1% | -7.0% |
| 30D | -4.8% | +5.9% | -10.7% | -5.1% |
| 3M | +3.8% | -19.8% | +23.6% | +4.8% |
| 6M | +50.0% | -24.7% | +74.8% | +51.9% |
| YTD | +41.5% | -24.4% | +65.9% | +42.9% |
| 1Y | +32.8% | -31.5% | +64.3% | +35.2% |
| 3Y | +335.9% | -38.7% | +374.6% | +345.9% |
| 5Y | +113.8% | -42.8% | +156.6% | +115.8% |
| All | +685.0% | +25.9% | +659.1% | +630.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling