+86.8%
ACN vs MDY
+175.0%
-88.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +1.9% |
| 7D | -7.9% | -2.5% | -5.4% | -6.0% |
| 30D | -1.1% | -5.0% | +4.0% | +2.9% |
| 3M | +5.6% | +0.5% | +5.1% | +4.6% |
| 6M | -9.9% | +8.0% | -18.0% | -16.3% |
| YTD | -32.3% | +12.2% | -44.5% | -39.0% |
| 1Y | -25.3% | +14.0% | -39.3% | -33.6% |
| 3Y | -42.3% | +48.2% | -90.4% | -59.4% |
| 5Y | -43.5% | +46.1% | -89.5% | -59.8% |
| All | +86.8% | +175.0% | -88.2% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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