+21.6%
SPG vs ACI
-33.6%
+55.2%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.3% | +4.4% | +1.3% |
| 7D | 0.0% | -2.6% | +2.6% | +0.1% |
| 30D | -4.9% | +1.1% | -6.0% | -5.0% |
| 3M | +3.3% | -23.6% | +27.0% | +4.3% |
| 6M | +11.2% | -29.9% | +41.2% | +12.8% |
| YTD | +17.1% | -26.9% | +43.9% | +18.2% |
| 1Y | +21.6% | -34.2% | +55.8% | +31.0% |
| All | +21.6% | -33.6% | +55.2% | +31.0% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling