+156.5%
ACN vs GD
+190.6%
-34.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.1% | -1.4% |
| 7D | +0.9% | -5.0% | +5.8% | +3.6% |
| 30D | +33.5% | +8.9% | +24.6% | +27.5% |
| 3M | +53.5% | -8.0% | +61.5% | +60.3% |
| 6M | +52.2% | +2.9% | +49.3% | +50.0% |
| YTD | -0.1% | +7.1% | -7.2% | -3.9% |
| 1Y | +11.0% | +5.9% | +5.1% | +7.3% |
| 3Y | -11.8% | +53.9% | -65.6% | -31.4% |
| 5Y | -22.8% | +95.4% | -118.2% | -48.2% |
| All | +156.5% | +190.6% | -34.1% | +55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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