+77.0%
ACN vs FND
+56.5%
+20.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.0% | +2.4% | +3.1% |
| 7D | -1.5% | -5.8% | +4.2% | -0.1% |
| 30D | +2.1% | -20.2% | +22.3% | +7.4% |
| 3M | +11.1% | -12.0% | +23.1% | +13.6% |
| 6M | -6.8% | -18.5% | +11.7% | -3.9% |
| YTD | -30.0% | -22.3% | -7.8% | -27.2% |
| 1Y | -23.1% | -47.6% | +24.5% | -12.5% |
| 3Y | -40.4% | -49.8% | +9.4% | -34.8% |
| 5Y | -41.6% | -63.0% | +21.4% | -34.2% |
| All | +77.0% | +56.5% | +20.5% | +45.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling