+11.9%
ACN vs BR
-14.2%
+26.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.0% | +0.8% | +0.9% |
| 7D | +8.6% | +7.0% | +1.6% | +1.6% |
| 30D | +36.6% | +19.0% | +17.6% | +15.9% |
| 3M | +56.3% | +13.1% | +43.2% | +39.2% |
| 6M | +49.7% | +24.6% | +25.0% | +21.1% |
| YTD | +1.3% | -13.6% | +14.9% | +6.1% |
| 1Y | +11.9% | -13.1% | +25.1% | +15.4% |
| All | +11.9% | -14.2% | +26.2% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 1y: compounded portfolio wealth divided by compounded BR 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…
1y analysis · Full analysis span regression · 6 months rolling