-15.9%
ACN vs BTG
+82.1%
-97.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.2% |
| 7D | -3.8% | -9.1% | +5.2% | -3.7% |
| 30D | +16.5% | -1.6% | +18.1% | +16.4% |
| 3M | +41.5% | -2.8% | +44.3% | +41.3% |
| 6M | +60.1% | -7.6% | +67.7% | +59.6% |
| YTD | -3.9% | +10.2% | -14.2% | -4.9% |
| 1Y | +4.1% | +21.3% | -17.2% | +2.7% |
| 3Y | -15.9% | +82.7% | -98.5% | -19.8% |
| All | -15.9% | +82.1% | -97.9% | -19.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling