-28.5%
ACN vs SPGI
-14.9%
-13.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.2% | -0.9% | -1.8% |
| 7D | -4.8% | -2.5% | -2.3% | -3.1% |
| 30D | +1.9% | +5.4% | -3.5% | -1.9% |
| 3M | +3.9% | +9.0% | -5.2% | -2.6% |
| 6M | -15.0% | +0.8% | -15.8% | -16.4% |
| YTD | -31.9% | -12.6% | -19.3% | -25.6% |
| 1Y | -28.5% | -16.1% | -12.4% | -21.2% |
| All | -28.5% | -14.9% | -13.6% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 1y: compounded portfolio wealth divided by compounded SPGI 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…
1y analysis · Full analysis span regression · 6 months rolling