+2,330.4%
ACN vs TGT
+677.2%
+1,653.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | -3.8% | +2.6% | -6.5% | -4.7% |
| 30D | +16.5% | +4.7% | +11.8% | +14.8% |
| 3M | +41.5% | +4.6% | +36.9% | +39.5% |
| 6M | +60.1% | +34.9% | +25.2% | +45.5% |
| YTD | -3.9% | +70.9% | -74.9% | -19.4% |
| 1Y | +4.1% | +84.4% | -80.3% | -14.8% |
| 3Y | -15.9% | +69.1% | -85.0% | -32.7% |
| 5Y | -26.3% | -26.9% | +0.6% | -25.0% |
| 10Y | +148.2% | +207.6% | -59.4% | +50.2% |
| All | +2,330.4% | +677.2% | +1,653.2% | +783.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 all: compounded portfolio wealth divided by compounded TGT 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…
all analysis · Full analysis span regression · 6 months rolling