+88.7%
ACN vs BIL
+25.3%
+63.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | 0.0% | -4.1% | -4.1% |
| 7D | -4.8% | +0.1% | -4.9% | -4.7% |
| 30D | +1.9% | +0.3% | +1.6% | +2.4% |
| 3M | +3.9% | +0.9% | +3.0% | +5.9% |
| 6M | -15.0% | +1.8% | -16.8% | -11.6% |
| YTD | -31.9% | +2.5% | -34.4% | -28.2% |
| 1Y | -28.5% | +3.7% | -32.2% | -22.5% |
| 3Y | -41.9% | +14.1% | -56.0% | -33.6% |
| 5Y | -42.9% | +19.4% | -62.3% | -34.6% |
| 10Y | +88.7% | +25.3% | +63.5% | +128.3% |
| All | +88.7% | +25.3% | +63.5% | +128.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 10y: compounded portfolio wealth divided by compounded BIL 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…
10y analysis · Full analysis span regression · 6 months rolling