+2,325.1%
ACN vs BEN
+394.7%
+1,930.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -1.0% |
| 7D | -5.7% | +11.3% | -17.1% | -10.0% |
| 30D | +17.0% | +15.0% | +2.0% | +10.0% |
| 3M | +39.9% | +7.8% | +32.0% | +34.8% |
| 6M | +50.2% | +15.5% | +34.7% | +39.9% |
| YTD | -4.2% | +55.4% | -59.6% | -21.4% |
| 1Y | +4.3% | +63.3% | -59.0% | -16.3% |
| 3Y | -17.1% | +83.4% | -100.5% | -39.0% |
| 5Y | -26.5% | +28.1% | -54.6% | -38.0% |
| 10Y | +147.7% | +59.1% | +88.6% | +74.0% |
| All | +2,325.1% | +394.7% | +1,930.5% | +473.4% |
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