-42.9%
ACN vs FLEX
+698.8%
-741.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +4.4% | -8.5% | -4.5% |
| 7D | -4.8% | +7.0% | -11.8% | -5.4% |
| 30D | +1.9% | -5.8% | +7.7% | +2.3% |
| 3M | +3.9% | -24.2% | +28.1% | +5.8% |
| 6M | -15.0% | +90.8% | -105.8% | -30.4% |
| YTD | -31.9% | +89.2% | -121.1% | -44.7% |
| 1Y | -28.5% | +104.7% | -133.2% | -43.9% |
| 3Y | -41.9% | +478.1% | -520.0% | -70.6% |
| 5Y | -42.9% | +726.2% | -769.0% | -76.8% |
| All | -42.9% | +698.8% | -741.6% | -76.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling