+973.4%
ACN vs BUD
+222.5%
+751.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +1.2% |
| 7D | +1.6% | +6.0% | -4.5% | -0.6% |
| 30D | +24.6% | +11.3% | +13.4% | +20.1% |
| 3M | +46.2% | +3.6% | +42.6% | +44.4% |
| 6M | +46.2% | +7.7% | +38.5% | +42.2% |
| YTD | -0.9% | +36.4% | -37.2% | -12.2% |
| 1Y | +8.8% | +37.8% | -29.1% | -4.1% |
| 3Y | -14.3% | +51.2% | -65.5% | -28.4% |
| 5Y | -22.6% | +53.4% | -76.0% | -36.7% |
| 10Y | +153.7% | -3.2% | +156.9% | +131.5% |
| All | +973.4% | +222.5% | +751.0% | +551.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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