+7.6%
ACN vs BEN
+68.9%
-61.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | -4.0% | +7.2% | -11.2% | -5.6% |
| 30D | +19.0% | +14.1% | +4.9% | +14.8% |
| 3M | +42.2% | +9.9% | +32.3% | +38.4% |
| 6M | +50.1% | +17.4% | +32.7% | +41.6% |
| YTD | -2.7% | +57.3% | -60.0% | -20.8% |
| 1Y | +7.6% | +66.9% | -59.4% | -14.8% |
| All | +7.6% | +68.9% | -61.3% | -14.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling