-43.1%
ACN vs EQT
+197.4%
-240.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.6% | +1.1% |
| 7D | -7.9% | -1.2% | -6.7% | -7.7% |
| 30D | -1.1% | +1.1% | -2.1% | -1.2% |
| 3M | +5.6% | +4.8% | +0.8% | +4.9% |
| 6M | -9.9% | -10.6% | +0.6% | -8.9% |
| YTD | -32.3% | +3.4% | -35.8% | -32.9% |
| 1Y | -25.3% | +8.7% | -34.0% | -26.6% |
| 3Y | -42.3% | +35.0% | -77.2% | -45.6% |
| All | -43.1% | +197.4% | -240.4% | -50.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling