-14.8%
ACN vs ROIV
+384.4%
-399.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.6% | -3.5% | -1.9% |
| 7D | -4.0% | +9.5% | -13.5% | -4.4% |
| 30D | +19.0% | +21.0% | -2.0% | +18.1% |
| 3M | +42.2% | +18.7% | +23.5% | +40.8% |
| 6M | +50.1% | +44.5% | +5.6% | +45.1% |
| YTD | -2.7% | +92.9% | -95.6% | -9.6% |
| 1Y | +7.6% | +100.2% | -92.7% | -0.5% |
| All | -14.8% | +384.4% | -399.2% | -29.8% |
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