+156.3%
ACN vs FLEX
+659.4%
-503.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +12.0% | -14.4% | -4.2% |
| 7D | -2.5% | -7.2% | +4.6% | -2.0% |
| 30D | +22.6% | -34.8% | +57.4% | +29.9% |
| 3M | +45.9% | -35.6% | +81.5% | +54.0% |
| 6M | +43.8% | -45.0% | +88.8% | +52.3% |
| YTD | -2.5% | +29.4% | -31.8% | -19.6% |
| 1Y | +6.5% | +24.8% | -18.3% | -11.8% |
| 3Y | -14.2% | +304.4% | -318.6% | -52.2% |
| 5Y | -24.4% | +484.1% | -508.5% | -63.1% |
| 10Y | +156.3% | +640.4% | -484.1% | +4.6% |
| All | +156.3% | +659.4% | -503.1% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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