+71.3%
ACN vs DOW
-5.5%
+76.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -3.8% | +5.2% | -9.1% | -5.3% |
| 30D | +16.5% | +13.2% | +3.3% | +12.1% |
| 3M | +41.5% | +10.1% | +31.4% | +36.9% |
| 6M | +60.1% | -13.1% | +73.1% | +65.8% |
| YTD | -3.9% | +46.1% | -50.1% | -17.6% |
| 1Y | +4.1% | +50.0% | -45.9% | -11.7% |
| 3Y | -15.9% | -20.2% | +4.4% | -14.7% |
| 5Y | -26.3% | -27.7% | +1.3% | -23.4% |
| All | +71.3% | -5.5% | +76.8% | +41.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling