-25.8%
ACN vs RVTY
-15.1%
-10.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.7% |
| 7D | -3.8% | -0.5% | -3.4% | -3.8% |
| 30D | +16.5% | +1.5% | +15.0% | +15.2% |
| 3M | +41.5% | +31.5% | +10.0% | +27.3% |
| 6M | +60.1% | +62.7% | -2.6% | +32.6% |
| YTD | -3.9% | +60.0% | -63.9% | -20.2% |
| 1Y | +4.1% | +65.7% | -61.6% | -14.8% |
| 3Y | -15.9% | +85.2% | -101.1% | -37.1% |
| All | -25.8% | -15.1% | -10.7% | -23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 5y: compounded portfolio wealth divided by compounded RVTY 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…
5y analysis · Full analysis span regression · 6 months rolling