-41.9%
ACN vs BEN
+56.8%
-98.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.2% | -3.9% | -4.1% |
| 7D | -4.8% | +4.7% | -9.5% | -6.0% |
| 30D | +1.9% | +2.6% | -0.7% | +1.1% |
| 3M | +3.9% | +11.5% | -7.6% | +0.5% |
| 6M | -15.0% | +35.3% | -50.3% | -22.7% |
| YTD | -31.9% | +48.6% | -80.5% | -39.5% |
| 1Y | -28.5% | +46.7% | -75.2% | -36.4% |
| 3Y | -41.9% | +57.0% | -98.9% | -52.2% |
| All | -41.9% | +56.8% | -98.7% | -52.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling