-10.2%
ACN vs DOC
+43.2%
-53.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.6% | +0.4% |
| 7D | +7.3% | +6.2% | +1.0% | +6.2% |
| 30D | +38.2% | +6.5% | +31.7% | +36.7% |
| 3M | +56.6% | -6.2% | +62.8% | +58.0% |
| 6M | +51.1% | +25.6% | +25.5% | +45.3% |
| YTD | +1.7% | +32.1% | -30.4% | -3.3% |
| 1Y | +10.1% | +20.3% | -10.2% | +6.6% |
| All | -10.2% | +43.2% | -53.4% | -15.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling