+2,361.1%
ACN vs RMD
+2,055.5%
+305.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.9% | -3.8% | -2.5% |
| 7D | -4.0% | -0.8% | -3.2% | -3.8% |
| 30D | +19.0% | +1.7% | +17.3% | +18.0% |
| 3M | +42.2% | +6.4% | +35.8% | +39.0% |
| 6M | +50.1% | +20.7% | +29.4% | +40.4% |
| YTD | -2.7% | -0.2% | -2.6% | -3.4% |
| 1Y | +7.6% | -4.5% | +12.1% | +8.4% |
| 3Y | -15.9% | +70.5% | -86.4% | -32.5% |
| 5Y | -24.4% | -1.6% | -22.8% | -28.2% |
| 10Y | +151.4% | +342.7% | -191.3% | +40.4% |
| All | +2,361.1% | +2,055.5% | +305.6% | +568.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling