-40.6%
ACN vs TECH
-42.5%
+1.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | +9.4% | +0.7% | +8.7% | +9.2% |
| 3M | +5.6% | +36.3% | -30.7% | -4.0% |
| 6M | -9.3% | +25.6% | -34.8% | -16.4% |
| YTD | -29.0% | +23.7% | -52.7% | -34.3% |
| 1Y | -24.7% | +37.6% | -62.3% | -33.0% |
| 3Y | -39.8% | -6.6% | -33.2% | -41.6% |
| All | -40.6% | -42.5% | +1.9% | -33.0% |
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