+156.3%
ACN vs DAR
+288.2%
-131.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.7% | -7.0% | -3.4% |
| 7D | -2.5% | -2.8% | +0.2% | -2.0% |
| 30D | +22.6% | -12.8% | +35.5% | +26.0% |
| 3M | +45.9% | -11.6% | +57.5% | +48.8% |
| 6M | +43.8% | -16.8% | +60.6% | +48.1% |
| YTD | -2.5% | +45.9% | -48.4% | -12.8% |
| 1Y | +6.5% | +61.5% | -55.0% | -7.4% |
| 3Y | -14.2% | +23.0% | -37.1% | -23.7% |
| 5Y | -24.4% | -35.8% | +11.4% | -21.3% |
| 10Y | +156.3% | +280.4% | -124.1% | +45.8% |
| All | +156.3% | +288.2% | -131.9% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling