-15.9%
ACN vs DOW
-20.1%
+4.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -3.8% | +5.2% | -9.1% | -4.8% |
| 30D | +16.5% | +13.2% | +3.3% | +13.7% |
| 3M | +41.5% | +10.1% | +31.4% | +38.5% |
| 6M | +60.1% | -13.1% | +73.1% | +63.5% |
| YTD | -3.9% | +46.1% | -50.1% | -14.0% |
| 1Y | +4.1% | +50.0% | -45.9% | -7.6% |
| 3Y | -15.9% | -20.2% | +4.4% | -18.4% |
| All | -15.9% | -20.1% | +4.2% | -18.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling