+1,697.2%
ACN vs BEN
+374.3%
+1,323.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +3.5% | -6.8% | -4.8% |
| 7D | -1.5% | +0.2% | -1.8% | -1.7% |
| 30D | +9.4% | -0.5% | +9.9% | +9.4% |
| 3M | +5.6% | +9.7% | -4.1% | +1.1% |
| 6M | -9.3% | +33.9% | -43.2% | -20.6% |
| YTD | -29.0% | +49.0% | -78.0% | -40.5% |
| 1Y | -24.7% | +42.1% | -66.8% | -35.8% |
| 3Y | -39.8% | +51.9% | -91.7% | -51.9% |
| 5Y | -40.9% | +39.0% | -80.0% | -52.0% |
| 10Y | +91.1% | +57.9% | +33.3% | +34.1% |
| All | +1,697.2% | +374.3% | +1,323.0% | +334.3% |
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 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