+11.9%
ACN vs EQT
-3.4%
+15.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -3.2% | +7.0% | +4.0% |
| 7D | +8.6% | -6.6% | +15.2% | +9.1% |
| 30D | +36.6% | +2.7% | +33.8% | +36.0% |
| 3M | +56.3% | -0.2% | +56.5% | +55.4% |
| 6M | +49.7% | -10.6% | +60.2% | +48.3% |
| YTD | +1.3% | -1.2% | +2.5% | +0.2% |
| 1Y | +11.9% | -4.9% | +16.8% | +11.4% |
| All | +11.9% | -3.4% | +15.4% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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