+370.3%
SPG vs ACI
+18.9%
+351.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.4% | 0.0% | -2.2% |
| 7D | -1.7% | -5.0% | +3.4% | -1.2% |
| 30D | -6.3% | -2.3% | -4.0% | -6.1% |
| 3M | -2.4% | -23.2% | +20.8% | -0.2% |
| 6M | +9.6% | -29.5% | +39.1% | +13.0% |
| YTD | +14.2% | -28.6% | +42.8% | +17.4% |
| 1Y | +19.3% | -34.0% | +53.3% | +23.6% |
| 3Y | +106.7% | -45.0% | +151.7% | +117.5% |
| 5Y | +104.2% | -44.0% | +148.2% | +112.4% |
| All | +370.3% | +18.9% | +351.4% | +492.5% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling