+152.3%
ACN vs BB
+21.8%
+130.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | +0.5% |
| 7D | -3.8% | +1.8% | -5.7% | -4.1% |
| 30D | +16.5% | +8.1% | +8.4% | +15.0% |
| 3M | +41.5% | -1.0% | +42.5% | +40.4% |
| 6M | +60.1% | +45.9% | +14.2% | +49.4% |
| YTD | -3.9% | +134.8% | -138.8% | -15.8% |
| 1Y | +4.1% | +104.6% | -100.5% | -7.4% |
| 3Y | -15.9% | +152.8% | -168.7% | -29.7% |
| 5Y | -26.3% | -17.4% | -8.9% | -31.9% |
| All | +152.3% | +21.8% | +130.6% | +85.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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