-43.0%
ACN vs BND
+13.3%
-56.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | -6.3% | -0.1% | -6.2% | -6.3% |
| 30D | -1.4% | -0.2% | -1.1% | -1.2% |
| 3M | +2.6% | -0.7% | +3.2% | +2.8% |
| 6M | -14.3% | -1.7% | -12.6% | -13.7% |
| YTD | -33.1% | -0.5% | -32.6% | -33.0% |
| 1Y | -28.8% | +0.4% | -29.2% | -28.9% |
| All | -43.0% | +13.3% | -56.3% | -46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 3y: compounded portfolio wealth divided by compounded BND 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…
3y analysis · Full analysis span regression · 6 months rolling