+4.1%
ACN vs EXE
-23.9%
+28.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | +0.2% |
| 7D | -3.8% | +5.3% | -9.2% | -4.2% |
| 30D | +16.5% | -2.2% | +18.7% | +16.6% |
| 3M | +41.5% | -5.9% | +47.3% | +41.4% |
| 6M | +60.1% | -5.7% | +65.8% | +59.4% |
| YTD | -3.9% | -17.8% | +13.9% | -2.3% |
| 1Y | +4.1% | -23.1% | +27.2% | +7.3% |
| All | +4.1% | -23.9% | +28.0% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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