+131.2%
SPOT vs ACI
+32.8%
+98.4%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.8% | +3.1% | +2.4% |
| 7D | +1.6% | +2.3% | -0.7% | +1.4% |
| 30D | +16.9% | +1.2% | +15.7% | +16.9% |
| 3M | +23.0% | +6.8% | +16.2% | +22.5% |
| 6M | +42.2% | -18.7% | +60.9% | +42.9% |
| YTD | +5.5% | -20.2% | +25.7% | +6.0% |
| 1Y | -5.1% | -23.7% | +18.7% | -4.4% |
| 3Y | +257.9% | -31.6% | +289.5% | +262.1% |
| 5Y | +118.4% | -42.8% | +161.1% | +119.6% |
| All | +131.2% | +32.8% | +98.4% | +116.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling