-40.6%
ACN vs SPOT
+107.9%
-148.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.2% | -0.2% | -2.6% |
| 7D | -1.5% | -0.9% | -0.6% | -1.3% |
| 30D | +9.4% | +12.5% | -3.1% | +6.6% |
| 3M | +5.6% | +9.9% | -4.2% | +3.4% |
| 6M | -9.3% | +1.6% | -10.8% | -10.3% |
| YTD | -29.0% | -6.6% | -22.4% | -28.9% |
| 1Y | -24.7% | -22.9% | -1.7% | -21.8% |
| 3Y | -39.8% | +244.3% | -284.1% | -57.3% |
| All | -40.6% | +107.9% | -148.5% | -58.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling