+146.1%
ACN vs FND
+68.8%
+77.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.1% | -1.7% |
| 7D | -4.0% | -4.4% | +0.4% | -3.1% |
| 30D | +19.0% | +14.5% | +4.5% | +15.0% |
| 3M | +42.2% | -15.6% | +57.8% | +47.1% |
| 6M | +50.1% | +4.7% | +45.4% | +46.3% |
| YTD | -2.7% | -16.1% | +13.4% | -1.0% |
| 1Y | +7.6% | -16.0% | +23.6% | +9.4% |
| 3Y | -15.9% | -35.5% | +19.6% | -13.7% |
| 5Y | -24.4% | -60.5% | +36.1% | -16.2% |
| All | +146.1% | +68.8% | +77.3% | +98.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling