+11.9%
ACN vs DOW
+50.2%
-38.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -3.2% | +7.0% | +4.2% |
| 7D | +8.6% | -4.2% | +12.8% | +9.2% |
| 30D | +36.6% | +14.7% | +21.9% | +34.2% |
| 3M | +56.3% | +9.1% | +47.2% | +54.2% |
| 6M | +49.7% | -17.7% | +67.3% | +52.4% |
| YTD | +1.3% | +44.6% | -43.3% | -10.7% |
| 1Y | +11.9% | +51.9% | -40.0% | -3.2% |
| All | +11.9% | +50.2% | -38.3% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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