-22.5%
ACN vs BN
+29.3%
-51.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.8% | -1.3% |
| 7D | +0.9% | +5.3% | -4.5% | -1.6% |
| 30D | +33.5% | +11.9% | +21.6% | +26.8% |
| 3M | +53.5% | -5.7% | +59.2% | +57.3% |
| 6M | +52.2% | -10.6% | +62.8% | +59.4% |
| YTD | -0.1% | -9.4% | +9.2% | +3.6% |
| 1Y | +11.0% | -8.8% | +19.8% | +14.5% |
| 3Y | -11.8% | +95.6% | -107.4% | -39.5% |
| All | -22.5% | +29.3% | -51.8% | -34.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling