+152.3%
ACN vs MO
+154.9%
-2.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.1% |
| 7D | -3.8% | +3.3% | -7.2% | -4.8% |
| 30D | +16.5% | +7.5% | +9.0% | +14.1% |
| 3M | +41.5% | +22.8% | +18.7% | +33.2% |
| 6M | +60.1% | +13.4% | +46.7% | +54.2% |
| YTD | -3.9% | +43.0% | -46.9% | -14.6% |
| 1Y | +4.1% | +45.2% | -41.1% | -7.9% |
| 3Y | -15.9% | +145.5% | -161.4% | -39.3% |
| 5Y | -26.3% | +157.1% | -183.4% | -48.7% |
| All | +152.3% | +154.9% | -2.5% | +50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 MO 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