+151.4%
ACN vs RACE
+741.5%
-590.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | -4.0% | -3.9% | -0.2% | -2.6% |
| 30D | +19.0% | +6.8% | +12.2% | +15.9% |
| 3M | +42.2% | +1.3% | +40.9% | +41.3% |
| 6M | +50.1% | +26.3% | +23.9% | +35.8% |
| YTD | -2.7% | +13.8% | -16.5% | -9.2% |
| 1Y | +7.6% | -0.5% | +8.0% | +6.1% |
| 3Y | -15.9% | +25.6% | -41.5% | -29.1% |
| 5Y | -24.4% | +67.6% | -92.0% | -45.8% |
| 10Y | +151.4% | +724.7% | -573.3% | +11.9% |
| All | +151.4% | +741.5% | -590.1% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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