+151.4%
ACN vs TRMB
+109.2%
+42.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.2% | -5.0% | -3.3% |
| 7D | -4.0% | +4.1% | -8.1% | -5.8% |
| 30D | +19.0% | -5.1% | +24.1% | +20.0% |
| 3M | +42.2% | -2.6% | +44.8% | +41.6% |
| 6M | +50.1% | -2.7% | +52.8% | +49.9% |
| YTD | -2.7% | -27.9% | +25.2% | +10.5% |
| 1Y | +7.6% | -29.0% | +36.6% | +22.7% |
| 3Y | -15.9% | +35.0% | -50.8% | -29.4% |
| 5Y | -24.4% | -33.9% | +9.5% | -15.6% |
| 10Y | +151.4% | +106.1% | +45.2% | +78.1% |
| All | +151.4% | +109.2% | +42.2% | +78.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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