+1,612.4%
ACN vs BNY
+530.3%
+1,082.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -7.9% | -1.1% | -6.8% | -7.5% |
| 30D | -1.1% | +1.4% | -2.5% | -1.6% |
| 3M | +5.6% | +16.8% | -11.2% | -0.4% |
| 6M | -9.9% | +42.0% | -51.9% | -21.0% |
| YTD | -32.3% | +41.9% | -74.2% | -40.6% |
| 1Y | -25.3% | +59.2% | -84.5% | -37.2% |
| 3Y | -42.3% | +290.9% | -333.2% | -65.1% |
| 5Y | -43.5% | +259.0% | -302.5% | -65.2% |
| 10Y | +90.8% | +413.0% | -322.3% | 0.0% |
| All | +1,612.4% | +530.3% | +1,082.1% | +448.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling