+2,330.4%
ACN vs MDY
+869.2%
+1,461.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | -3.8% | +2.3% | -6.1% | -5.6% |
| 30D | +16.5% | +2.0% | +14.5% | +14.4% |
| 3M | +41.5% | -5.6% | +47.1% | +47.3% |
| 6M | +60.1% | +1.3% | +58.8% | +56.7% |
| YTD | -3.9% | +12.3% | -16.3% | -13.6% |
| 1Y | +4.1% | +15.8% | -11.7% | -8.6% |
| 3Y | -15.9% | +56.5% | -72.4% | -42.5% |
| 5Y | -26.3% | +35.1% | -61.5% | -43.4% |
| 10Y | +148.2% | +167.4% | -19.2% | +10.2% |
| All | +2,330.4% | +869.2% | +1,461.2% | +193.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling