+1,697.2%
ACN vs MDY
+893.9%
+803.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.1% | -3.4% | -3.4% |
| 7D | -1.5% | +0.1% | -1.7% | -1.6% |
| 30D | +9.4% | -1.5% | +10.9% | +10.6% |
| 3M | +5.6% | +0.8% | +4.9% | +4.4% |
| 6M | -9.3% | +7.4% | -16.7% | -15.2% |
| YTD | -29.0% | +15.2% | -44.2% | -37.1% |
| 1Y | -24.7% | +16.5% | -41.2% | -33.9% |
| 3Y | -39.8% | +46.8% | -86.6% | -56.6% |
| 5Y | -40.9% | +46.0% | -87.0% | -57.1% |
| 10Y | +91.1% | +172.1% | -80.9% | -16.0% |
| All | +1,697.2% | +893.9% | +803.3% | +113.3% |
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