+11.9%
ACN vs RMD
-1.9%
+13.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +5.9% | -2.1% | +1.2% |
| 7D | +8.6% | -3.9% | +12.4% | +9.8% |
| 30D | +36.6% | +7.9% | +28.7% | +30.6% |
| 3M | +56.3% | +8.1% | +48.2% | +49.2% |
| 6M | +49.7% | +15.5% | +34.2% | +38.6% |
| YTD | +1.3% | +0.7% | +0.7% | -0.1% |
| 1Y | +11.9% | -1.4% | +13.3% | +10.6% |
| All | +11.9% | -1.9% | +13.8% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 1y: compounded portfolio wealth divided by compounded RMD 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…
1y analysis · Full analysis span regression · 6 months rolling