+152.3%
ACN vs EWT
+448.9%
-296.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -3.8% | +9.1% | -13.0% | -7.2% |
| 30D | +16.5% | -12.2% | +28.8% | +21.3% |
| 3M | +41.5% | -9.4% | +50.9% | +44.3% |
| 6M | +60.1% | +2.7% | +57.4% | +48.4% |
| YTD | -3.9% | +53.3% | -57.2% | -30.4% |
| 1Y | +4.1% | +59.2% | -55.1% | -26.4% |
| 3Y | -15.9% | +157.1% | -173.0% | -58.2% |
| 5Y | -26.3% | +119.6% | -145.9% | -59.4% |
| All | +152.3% | +448.9% | -296.6% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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