+151.4%
ACN vs RGEN
+450.6%
-299.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -1.7% |
| 7D | -4.0% | -3.1% | -0.9% | -3.5% |
| 30D | +19.0% | +0.1% | +18.9% | +18.6% |
| 3M | +42.2% | +4.8% | +37.4% | +39.2% |
| 6M | +50.1% | +48.9% | +1.2% | +35.5% |
| YTD | -2.7% | +5.3% | -8.1% | -5.9% |
| 1Y | +7.6% | +12.5% | -4.9% | +2.5% |
| 3Y | -15.9% | +17.0% | -32.9% | -24.2% |
| 5Y | -24.4% | -35.4% | +11.0% | -26.3% |
| 10Y | +151.4% | +434.6% | -283.2% | +52.0% |
| All | +151.4% | +450.6% | -299.2% | +52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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