-42.9%
ACN vs NDAQ
+55.5%
-98.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.9% | -2.2% | -2.9% |
| 7D | -4.8% | -2.6% | -2.3% | -3.2% |
| 30D | +1.9% | +0.5% | +1.4% | +1.6% |
| 3M | +3.9% | +9.9% | -6.0% | -1.8% |
| 6M | -15.0% | +8.2% | -23.2% | -18.9% |
| YTD | -31.9% | -1.5% | -30.4% | -31.4% |
| 1Y | -28.5% | +1.3% | -29.8% | -29.2% |
| 3Y | -41.9% | +92.6% | -134.5% | -61.5% |
| 5Y | -42.9% | +53.8% | -96.7% | -57.2% |
| All | -42.9% | +55.5% | -98.3% | -57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 5y: compounded portfolio wealth divided by compounded NDAQ 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…
5y analysis · Full analysis span regression · 6 months rolling