+2,408.2%
ACN vs BEN
+400.6%
+2,007.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.5% | +1.1% |
| 7D | +1.6% | +12.1% | -10.6% | -3.5% |
| 30D | +24.6% | +13.4% | +11.2% | +17.8% |
| 3M | +46.2% | +9.4% | +36.8% | +40.1% |
| 6M | +46.2% | +19.3% | +26.9% | +34.3% |
| YTD | -0.9% | +57.3% | -58.1% | -19.1% |
| 1Y | +8.8% | +69.1% | -60.4% | -14.0% |
| 3Y | -14.3% | +85.6% | -99.9% | -37.2% |
| 5Y | -22.6% | +32.9% | -55.6% | -35.8% |
| 10Y | +153.7% | +58.3% | +95.4% | +78.7% |
| All | +2,408.2% | +400.6% | +2,007.6% | +490.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling