+156.3%
ACN vs LIN
+430.8%
-274.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.0% | -3.3% | -3.0% |
| 7D | -2.5% | +0.1% | -2.6% | -2.6% |
| 30D | +22.6% | +7.6% | +15.1% | +17.4% |
| 3M | +45.9% | +6.5% | +39.4% | +40.1% |
| 6M | +43.8% | +6.2% | +37.6% | +37.8% |
| YTD | -2.5% | +23.2% | -25.7% | -16.0% |
| 1Y | +6.5% | +25.4% | -18.9% | -9.5% |
| 3Y | -14.2% | +38.3% | -52.5% | -32.4% |
| 5Y | -24.4% | +64.4% | -88.8% | -47.6% |
| 10Y | +156.3% | +417.3% | -261.0% | -10.5% |
| All | +156.3% | +430.8% | -274.5% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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