+88.7%
ACN vs ALLY
+178.4%
-89.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.3% | -0.8% | -3.1% |
| 7D | -4.8% | +1.0% | -5.8% | -5.1% |
| 30D | +1.9% | -3.3% | +5.2% | +2.9% |
| 3M | +3.9% | +0.5% | +3.4% | +3.5% |
| 6M | -15.0% | +12.6% | -27.6% | -18.4% |
| YTD | -31.9% | -4.7% | -27.2% | -31.4% |
| 1Y | -28.5% | +5.2% | -33.7% | -30.2% |
| 3Y | -41.9% | +66.5% | -108.4% | -52.5% |
| 5Y | -42.9% | +0.2% | -43.1% | -47.4% |
| 10Y | +88.7% | +180.8% | -92.0% | +23.1% |
| All | +88.7% | +178.4% | -89.7% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ALLY 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling