+93.1%
ACN vs BBY
+252.7%
-159.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +3.1% | +0.3% | +2.5% |
| 7D | -1.5% | +0.6% | -2.1% | -1.6% |
| 30D | +2.1% | +9.4% | -7.3% | -0.7% |
| 3M | +11.1% | +19.3% | -8.2% | +5.2% |
| 6M | -6.8% | +47.9% | -54.8% | -17.6% |
| YTD | -30.0% | +39.6% | -69.6% | -37.1% |
| 1Y | -23.1% | +22.2% | -45.3% | -28.5% |
| 3Y | -40.4% | +45.0% | -85.4% | -49.4% |
| 5Y | -41.6% | +2.6% | -44.1% | -46.7% |
| All | +93.1% | +252.7% | -159.6% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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