+829.9%
ACN vs BTG
+332.2%
+497.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.3% |
| 7D | -3.8% | -9.1% | +5.2% | -3.5% |
| 30D | +16.5% | -1.6% | +18.1% | +16.5% |
| 3M | +41.5% | -2.8% | +44.3% | +41.4% |
| 6M | +60.1% | -7.6% | +67.7% | +60.0% |
| YTD | -3.9% | +10.2% | -14.2% | -5.0% |
| 1Y | +4.1% | +21.3% | -17.2% | +2.6% |
| 3Y | -15.9% | +82.7% | -98.5% | -19.1% |
| 5Y | -26.3% | +30.8% | -57.1% | -28.7% |
| 10Y | +148.2% | +163.7% | -15.5% | +134.0% |
| All | +829.9% | +332.2% | +497.7% | +695.4% |
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