+7.6%
ACN vs FE
+4.9%
+2.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.1% | -2.0% | -1.9% |
| 7D | -4.0% | -0.4% | -3.6% | -4.0% |
| 30D | +19.0% | +3.6% | +15.4% | +18.9% |
| 3M | +42.2% | +0.3% | +41.9% | +41.4% |
| 6M | +50.1% | +6.4% | +43.7% | +52.2% |
| YTD | -2.7% | +8.1% | -10.9% | +0.3% |
| 1Y | +7.6% | +4.6% | +3.0% | +7.7% |
| All | +7.6% | +4.9% | +2.6% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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