+161.0%
ACN vs DOC
+14.9%
+146.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.6% | +0.4% |
| 7D | +7.3% | +6.2% | +1.0% | +5.1% |
| 30D | +38.2% | +6.5% | +31.7% | +35.2% |
| 3M | +56.6% | -6.2% | +62.8% | +59.7% |
| 6M | +51.1% | +25.6% | +25.5% | +38.1% |
| YTD | +1.7% | +32.1% | -30.4% | -9.0% |
| 1Y | +10.1% | +20.3% | -10.2% | +1.7% |
| 3Y | -10.3% | +42.7% | -53.1% | -24.2% |
| 5Y | -21.4% | -22.2% | +0.7% | -16.5% |
| All | +161.0% | +14.9% | +146.1% | +140.4% |
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