+1,027.9%
ACN vs AG
+294.5%
+733.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.8% | -3.6% | -1.9% |
| 7D | +0.9% | +6.3% | -5.4% | +0.5% |
| 30D | +33.5% | -8.9% | +42.5% | +34.1% |
| 3M | +53.5% | -12.2% | +65.7% | +54.2% |
| 6M | +52.2% | -28.3% | +80.5% | +54.2% |
| YTD | -0.1% | -8.8% | +8.7% | -1.3% |
| 1Y | +11.0% | +39.4% | -28.3% | +6.4% |
| 3Y | -11.8% | +229.4% | -241.2% | -22.3% |
| 5Y | -22.8% | +14.5% | -37.4% | -28.4% |
| 10Y | +162.4% | +82.7% | +79.7% | +124.2% |
| All | +1,027.9% | +294.5% | +733.4% | +610.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling