+152.3%
ACN vs BBWI
-47.4%
+199.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | 0.0% |
| 7D | -3.8% | +0.1% | -4.0% | -3.9% |
| 30D | +16.5% | +12.9% | +3.7% | +14.3% |
| 3M | +41.5% | +16.0% | +25.5% | +37.6% |
| 6M | +60.1% | +16.6% | +43.5% | +54.4% |
| YTD | -3.9% | +9.7% | -13.7% | -7.0% |
| 1Y | +4.1% | +1.5% | +2.6% | +1.2% |
| 3Y | -15.9% | -21.4% | +5.5% | -17.5% |
| 5Y | -26.3% | -67.6% | +41.2% | -19.8% |
| All | +152.3% | -47.4% | +199.8% | +125.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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