+88.5%
ACN vs TECH
+179.6%
-91.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.7% | -1.8% |
| 7D | -6.3% | -0.1% | -6.3% | -6.3% |
| 30D | -1.4% | +0.3% | -1.7% | -1.5% |
| 3M | +2.6% | +32.9% | -30.4% | -7.7% |
| 6M | -14.3% | +32.1% | -46.4% | -23.7% |
| YTD | -33.1% | +23.4% | -56.5% | -39.2% |
| 1Y | -28.8% | +34.1% | -62.9% | -37.6% |
| 3Y | -43.0% | +2.2% | -45.1% | -47.8% |
| 5Y | -44.0% | -41.8% | -2.2% | -37.1% |
| 10Y | +88.5% | +188.9% | -100.4% | +9.1% |
| All | +88.5% | +179.6% | -91.0% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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