+156.3%
ACN vs BIL
+25.6%
+130.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.3% |
| 7D | -2.5% | +0.1% | -2.6% | -2.4% |
| 30D | +22.6% | 0.0% | +22.7% | +22.5% |
| 3M | +45.9% | +0.6% | +45.3% | +47.4% |
| 6M | +43.8% | +1.5% | +42.3% | +48.2% |
| YTD | -2.5% | +2.8% | -5.2% | +3.3% |
| 1Y | +6.5% | +3.3% | +3.2% | +14.1% |
| 3Y | -14.2% | +13.4% | -27.6% | -2.4% |
| 5Y | -24.4% | +19.8% | -44.2% | -14.0% |
| 10Y | +156.3% | +25.6% | +130.7% | +205.0% |
| All | +156.3% | +25.6% | +130.7% | +205.0% |
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