-40.4%
ACN vs BNY
+287.0%
-327.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.3% | +3.4% |
| 7D | -1.5% | -1.3% | -0.2% | -1.1% |
| 30D | +2.1% | -0.2% | +2.3% | +2.1% |
| 3M | +11.1% | +14.9% | -3.8% | +5.1% |
| 6M | -6.8% | +40.0% | -46.8% | -18.5% |
| YTD | -30.0% | +42.0% | -72.0% | -39.1% |
| 1Y | -23.1% | +56.9% | -80.0% | -35.6% |
| 3Y | -40.4% | +289.9% | -330.3% | -65.1% |
| All | -40.4% | +287.0% | -327.4% | -65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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