+153.7%
ACN vs EXPD
+329.8%
-176.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | +1.6% | -7.4% | +9.0% | +4.9% |
| 30D | +24.6% | -2.1% | +26.7% | +25.4% |
| 3M | +46.2% | +5.7% | +40.5% | +41.8% |
| 6M | +46.2% | +21.4% | +24.8% | +32.6% |
| YTD | -0.9% | +27.6% | -28.5% | -13.0% |
| 1Y | +8.8% | +36.1% | -27.4% | -7.5% |
| 3Y | -14.3% | +69.9% | -84.1% | -36.7% |
| 5Y | -22.6% | +59.7% | -82.3% | -42.1% |
| 10Y | +153.7% | +323.0% | -169.3% | +19.9% |
| All | +153.7% | +329.8% | -176.1% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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