-11.8%
ACN vs ROIV
+314.9%
-326.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +6.2% | -7.9% | -2.0% |
| 7D | +0.9% | +5.3% | -4.5% | +0.6% |
| 30D | +33.5% | +11.9% | +21.7% | +32.9% |
| 3M | +53.5% | +10.7% | +42.8% | +52.3% |
| 6M | +52.2% | +34.9% | +17.3% | +47.4% |
| YTD | -0.1% | +79.2% | -79.3% | -6.9% |
| 1Y | +11.0% | +89.0% | -78.0% | +2.7% |
| 3Y | -11.8% | +337.3% | -349.1% | -28.0% |
| All | -11.8% | +314.9% | -326.7% | -28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 3y: compounded portfolio wealth divided by compounded ROIV 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…
3y analysis · Full analysis span regression · 6 months rolling