+156.5%
ACN vs FN
+753.0%
-596.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +11.7% | -13.4% | -2.9% |
| 7D | +0.9% | 0.0% | +0.9% | +0.4% |
| 30D | +33.5% | -34.3% | +67.8% | +38.8% |
| 3M | +53.5% | -39.9% | +93.3% | +60.0% |
| 6M | +52.2% | -51.8% | +104.1% | +60.8% |
| YTD | -0.1% | -28.1% | +28.0% | -3.7% |
| 1Y | +11.0% | -29.1% | +40.1% | +6.6% |
| 3Y | -11.8% | +102.4% | -114.2% | -37.3% |
| 5Y | -22.8% | +171.7% | -194.5% | -51.1% |
| All | +156.5% | +753.0% | -596.6% | +25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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