+38.2%
ACN vs SPOT
+218.6%
-180.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.5% | -1.6% | -3.6% |
| 7D | -4.8% | -2.9% | -2.0% | -4.2% |
| 30D | +1.9% | +8.3% | -6.4% | +0.1% |
| 3M | +3.9% | +5.1% | -1.2% | +2.6% |
| 6M | -15.0% | -6.5% | -8.5% | -14.5% |
| YTD | -31.9% | -9.0% | -22.9% | -31.4% |
| 1Y | -28.5% | -26.4% | -2.1% | -25.0% |
| 3Y | -41.9% | +240.0% | -281.9% | -57.8% |
| 5Y | -42.9% | +111.7% | -154.6% | -57.1% |
| All | +38.2% | +218.6% | -180.5% | -18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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