+24.8%
ACN vs DOW
-17.0%
+41.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -2.1% | +5.4% | +4.0% |
| 7D | -1.5% | -1.4% | -0.1% | -1.1% |
| 30D | +2.1% | -3.9% | +6.0% | +3.1% |
| 3M | +11.1% | -12.7% | +23.8% | +15.3% |
| 6M | -6.8% | -13.7% | +6.8% | -4.5% |
| YTD | -30.0% | +28.4% | -58.4% | -37.5% |
| 1Y | -23.1% | +21.8% | -44.9% | -30.6% |
| 3Y | -40.4% | -35.7% | -4.7% | -35.1% |
| 5Y | -41.6% | -36.8% | -4.7% | -36.8% |
| All | +24.8% | -17.0% | +41.8% | +6.9% |
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