+93.1%
ACN vs TRI
+196.2%
-103.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.7% | +1.7% | +2.4% |
| 7D | -1.5% | -7.9% | +6.4% | +3.0% |
| 30D | +2.1% | -4.5% | +6.6% | +4.5% |
| 3M | +11.1% | +22.1% | -11.0% | -1.2% |
| 6M | -6.8% | -2.8% | -4.1% | -6.9% |
| YTD | -30.0% | -23.4% | -6.6% | -20.9% |
| 1Y | -23.1% | -41.5% | +18.4% | +0.8% |
| 3Y | -40.4% | -19.2% | -21.2% | -38.3% |
| 5Y | -41.6% | -9.4% | -32.2% | -44.7% |
| All | +93.1% | +196.2% | -103.1% | +3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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