+547.4%
ACN vs BTG
+385.9%
+161.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.5% | -1.9% |
| 7D | -6.3% | +2.4% | -8.7% | -6.4% |
| 30D | -1.4% | +9.5% | -10.9% | -1.7% |
| 3M | +2.6% | +38.5% | -35.9% | +1.2% |
| 6M | -14.3% | +5.6% | -19.9% | -14.8% |
| YTD | -33.1% | +23.9% | -57.1% | -34.0% |
| 1Y | -28.8% | +32.1% | -60.9% | -30.1% |
| 3Y | -43.0% | +103.2% | -146.1% | -45.3% |
| 5Y | -44.0% | +79.7% | -123.7% | -46.3% |
| 10Y | +88.5% | +159.1% | -70.6% | +77.6% |
| All | +547.4% | +385.9% | +161.6% | +452.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling