-39.4%
ACN vs BB
+64.5%
-103.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | -1.5% | -5.6% | +4.1% | -1.2% |
| 30D | +9.4% | -11.8% | +21.2% | +10.1% |
| 3M | +5.6% | -25.5% | +31.2% | +6.8% |
| 6M | -9.3% | +121.3% | -130.5% | -16.9% |
| YTD | -29.0% | +103.2% | -132.1% | -34.5% |
| 1Y | -24.7% | +102.6% | -127.3% | -30.7% |
| All | -39.4% | +64.5% | -103.9% | -45.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling