+2,189.1%
ACN vs NDAQ
+2,593.6%
-404.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.0% | -1.8% |
| 7D | +0.9% | +0.8% | 0.0% | +0.6% |
| 30D | +33.5% | +16.5% | +17.0% | +27.8% |
| 3M | +53.5% | +13.5% | +40.0% | +47.9% |
| 6M | +52.2% | +20.9% | +31.3% | +44.4% |
| YTD | -0.1% | +11.4% | -11.5% | -2.9% |
| 1Y | +11.0% | +25.9% | -14.9% | +4.2% |
| 3Y | -11.8% | +119.9% | -131.6% | -29.4% |
| 5Y | -22.8% | +61.7% | -84.6% | -33.0% |
| 10Y | +162.4% | +481.6% | -319.1% | +66.6% |
| All | +2,189.1% | +2,593.6% | -404.5% | +892.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling