+91.6%
ACN vs DOC
-2.1%
+93.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.8% | -1.5% | -2.7% |
| 7D | -1.5% | -1.5% | 0.0% | -1.0% |
| 30D | +9.4% | -4.8% | +14.1% | +11.1% |
| 3M | +5.6% | +6.9% | -1.2% | +3.2% |
| 6M | -9.3% | +20.7% | -30.0% | -15.8% |
| YTD | -29.0% | +34.1% | -63.1% | -36.6% |
| 1Y | -24.7% | +22.6% | -47.3% | -30.8% |
| 3Y | -39.8% | +20.8% | -60.7% | -45.7% |
| 5Y | -40.9% | -24.9% | -16.1% | -36.5% |
| All | +91.6% | -2.1% | +93.7% | +86.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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