-24.7%
ACN vs FND
-36.4%
+11.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.7% | -5.0% | -3.6% |
| 7D | -1.5% | -5.2% | +3.7% | -0.8% |
| 30D | +9.4% | -19.9% | +29.2% | +12.9% |
| 3M | +5.6% | +2.7% | +2.9% | +5.1% |
| 6M | -9.3% | -21.7% | +12.4% | -4.1% |
| YTD | -29.0% | -17.5% | -11.5% | -25.4% |
| 1Y | -24.7% | -39.3% | +14.6% | -18.8% |
| All | -24.7% | -36.4% | +11.7% | -18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 1y: compounded portfolio wealth divided by compounded FND 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…
1y analysis · Full analysis span regression · 6 months rolling