-32.8%
ACN vs FIG
-74.1%
+41.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.3% | +1.4% | -1.3% |
| 7D | -6.3% | -14.5% | +8.1% | -4.1% |
| 30D | -1.4% | -13.3% | +11.9% | +0.5% |
| 3M | +2.6% | +7.4% | -4.9% | +0.6% |
| 6M | -14.3% | -27.8% | +13.5% | -14.0% |
| YTD | -33.1% | -41.1% | +8.0% | -32.8% |
| 1Y | -28.8% | -58.7% | +29.9% | -27.4% |
| All | -32.8% | -74.1% | +41.3% | -31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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