+86.8%
ACN vs IBN
+316.4%
-229.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.4% |
| 7D | -7.9% | -5.5% | -2.4% | -6.3% |
| 30D | -1.1% | -3.4% | +2.4% | -0.1% |
| 3M | +5.6% | +8.7% | -3.1% | +3.0% |
| 6M | -9.9% | +3.7% | -13.7% | -11.1% |
| YTD | -32.3% | -2.4% | -29.9% | -32.1% |
| 1Y | -25.3% | -8.1% | -17.2% | -23.9% |
| 3Y | -42.3% | +26.3% | -68.6% | -47.1% |
| 5Y | -43.5% | +54.9% | -98.4% | -51.5% |
| All | +86.8% | +316.4% | -229.6% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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