+7.6%
ACN vs CG
-19.9%
+27.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -1.3% |
| 7D | -4.0% | -3.8% | -0.2% | -2.6% |
| 30D | +19.0% | +7.5% | +11.5% | +14.7% |
| 3M | +42.2% | -14.4% | +56.6% | +50.1% |
| 6M | +50.1% | -15.7% | +65.8% | +59.4% |
| YTD | -2.7% | -29.0% | +26.2% | +15.0% |
| 1Y | +7.6% | -22.1% | +29.7% | +22.5% |
| All | +7.6% | -19.9% | +27.5% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 1y: compounded portfolio wealth divided by compounded CG 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…
1y analysis · Full analysis span regression · 6 months rolling