+151.8%
ACN vs FLEX
+637.8%
-486.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.4% | -1.3% |
| 7D | -5.7% | +17.1% | -22.8% | -8.2% |
| 30D | +17.0% | -29.5% | +46.6% | +22.4% |
| 3M | +39.9% | -37.3% | +77.1% | +48.3% |
| 6M | +50.2% | -44.1% | +94.3% | +58.5% |
| YTD | -4.2% | +29.3% | -33.5% | -21.0% |
| 1Y | +4.3% | +24.2% | -19.9% | -13.5% |
| 3Y | -17.1% | +297.3% | -314.4% | -53.6% |
| 5Y | -26.5% | +446.2% | -472.7% | -63.4% |
| All | +151.8% | +637.8% | -486.1% | +1.9% |
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