+93.1%
ACN vs BTG
+159.3%
-66.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.4% | +3.0% | +3.3% |
| 7D | -1.5% | -3.8% | +2.2% | -1.3% |
| 30D | +2.1% | +3.6% | -1.5% | +1.9% |
| 3M | +11.1% | +32.0% | -20.9% | +9.2% |
| 6M | -6.8% | +3.4% | -10.2% | -7.5% |
| YTD | -30.0% | +20.8% | -50.8% | -31.4% |
| 1Y | -23.1% | +22.4% | -45.5% | -25.0% |
| 3Y | -40.4% | +91.7% | -132.1% | -44.3% |
| 5Y | -41.6% | +79.0% | -120.6% | -45.5% |
| All | +93.1% | +159.3% | -66.2% | +84.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 10y: compounded portfolio wealth divided by compounded BTG 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…
10y analysis · Full analysis span regression · 6 months rolling