+88.7%
ACN vs AG
+57.4%
+31.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.0% | -3.1% | -4.1% |
| 7D | -4.8% | +4.5% | -9.3% | -5.1% |
| 30D | +1.9% | +12.9% | -11.0% | +1.2% |
| 3M | +3.9% | +20.9% | -17.1% | +2.6% |
| 6M | -15.0% | -19.5% | +4.5% | -14.5% |
| YTD | -31.9% | +24.8% | -56.7% | -33.7% |
| 1Y | -28.5% | +120.2% | -148.7% | -33.3% |
| 3Y | -41.9% | +279.0% | -320.9% | -49.0% |
| 5Y | -42.9% | +67.9% | -110.8% | -48.1% |
| 10Y | +88.7% | +57.5% | +31.2% | +77.3% |
| All | +88.7% | +57.4% | +31.4% | +77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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