+7.6%
ACN vs EXC
+2.8%
+4.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -1.9% |
| 7D | -4.0% | -1.4% | -2.7% | -3.9% |
| 30D | +19.0% | +8.3% | +10.7% | +18.6% |
| 3M | +42.2% | +2.6% | +39.6% | +41.5% |
| 6M | +50.1% | +5.2% | +45.0% | +51.4% |
| YTD | -2.7% | +7.5% | -10.3% | -0.2% |
| 1Y | +7.6% | +3.2% | +4.4% | +8.4% |
| All | +7.6% | +2.8% | +4.8% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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