+88.5%
ACN vs BEN
+53.7%
+34.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.2% |
| 7D | -6.3% | +3.4% | -9.7% | -7.5% |
| 30D | -1.4% | +1.8% | -3.2% | -2.1% |
| 3M | +2.6% | +8.4% | -5.8% | -0.9% |
| 6M | -14.3% | +35.6% | -49.9% | -24.5% |
| YTD | -33.1% | +46.4% | -79.5% | -42.7% |
| 1Y | -28.8% | +46.3% | -75.1% | -39.2% |
| 3Y | -43.0% | +54.6% | -97.6% | -53.8% |
| 5Y | -44.0% | +39.4% | -83.4% | -53.9% |
| 10Y | +88.5% | +57.6% | +31.0% | +37.3% |
| All | +88.5% | +53.7% | +34.8% | +37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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