-24.4%
ACN vs TECH
-41.1%
+16.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.4% | -2.4% |
| 7D | -2.5% | +0.2% | -2.7% | -2.6% |
| 30D | +22.6% | +0.5% | +22.1% | +22.5% |
| 3M | +45.9% | +0.9% | +45.1% | +45.6% |
| 6M | +43.8% | +51.0% | -7.2% | +26.6% |
| YTD | -2.5% | +24.4% | -26.8% | -9.9% |
| 1Y | +6.5% | +27.6% | -21.1% | -2.5% |
| 3Y | -14.2% | +29.9% | -44.1% | -27.5% |
| 5Y | -24.4% | -40.6% | +16.2% | -13.5% |
| All | -24.4% | -41.1% | +16.7% | -13.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling