-41.1%
ACN vs PSLV
+154.2%
-195.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.3% | +3.1% | +3.4% |
| 7D | -1.5% | -3.5% | +1.9% | -1.3% |
| 30D | +2.1% | -2.1% | +4.2% | +2.2% |
| 3M | +11.1% | -1.6% | +12.7% | +11.2% |
| 6M | -6.8% | -25.5% | +18.7% | -5.3% |
| YTD | -30.0% | -11.4% | -18.6% | -32.1% |
| 1Y | -23.1% | +48.6% | -71.7% | -31.6% |
| 3Y | -40.4% | +166.9% | -207.3% | -53.6% |
| All | -41.1% | +154.2% | -195.4% | -56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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