+29.8%
Q vs ACI
-23.2%
+53.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.9% | +6.0% | +7.3% |
| 7D | +8.4% | -5.9% | +14.3% | +5.9% |
| 30D | -1.2% | +7.2% | -8.4% | +2.0% |
| 3M | -9.3% | +8.8% | -18.1% | -5.3% |
| 6M | -15.0% | -17.2% | +2.2% | -18.5% |
| YTD | +53.5% | -21.3% | +74.7% | +43.9% |
| All | +29.8% | -23.2% | +53.0% | +22.1% |
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