+156.3%
ACN vs EXPD
+334.2%
-177.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.7% | -5.1% | -3.6% |
| 7D | -2.5% | -5.5% | +3.0% | -0.2% |
| 30D | +22.6% | -1.9% | +24.5% | +23.3% |
| 3M | +45.9% | +6.1% | +39.8% | +41.3% |
| 6M | +43.8% | +21.6% | +22.2% | +30.4% |
| YTD | -2.5% | +27.9% | -30.4% | -14.5% |
| 1Y | +6.5% | +39.4% | -32.9% | -10.5% |
| 3Y | -14.2% | +72.7% | -86.8% | -37.2% |
| 5Y | -24.4% | +60.3% | -84.7% | -43.6% |
| 10Y | +156.3% | +332.6% | -176.3% | +15.1% |
| All | +156.3% | +334.2% | -177.8% | +15.1% |
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