+152.3%
ACN vs RUN
+68.6%
+83.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | +0.1% |
| 7D | -3.8% | -13.5% | +9.7% | -2.8% |
| 30D | +16.5% | +18.3% | -1.8% | +14.6% |
| 3M | +41.5% | -12.5% | +53.9% | +42.3% |
| 6M | +60.1% | -40.3% | +100.4% | +65.2% |
| YTD | -3.9% | -53.1% | +49.1% | -0.3% |
| 1Y | +4.1% | -54.3% | +58.4% | +8.0% |
| 3Y | -15.9% | -6.5% | -9.4% | -29.0% |
| 5Y | -26.3% | -85.3% | +59.0% | -26.2% |
| All | +152.3% | +68.6% | +83.8% | +68.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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