+152.3%
ACN vs BN
+290.8%
-138.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +1.0% |
| 7D | -3.8% | -1.0% | -2.9% | -3.5% |
| 30D | +16.5% | +14.0% | +2.6% | +9.2% |
| 3M | +41.5% | -9.0% | +50.5% | +47.6% |
| 6M | +60.1% | -8.8% | +68.9% | +66.3% |
| YTD | -3.9% | -10.3% | +6.3% | +0.1% |
| 1Y | +4.1% | -5.8% | +9.9% | +5.9% |
| 3Y | -15.9% | +94.8% | -110.6% | -43.1% |
| 5Y | -26.3% | +31.5% | -57.8% | -40.2% |
| All | +152.3% | +290.8% | -138.5% | +14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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