+86.8%
ACN vs TRMB
+118.7%
-31.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.0% | +2.2% | +1.6% |
| 7D | -7.9% | -5.4% | -2.5% | -5.5% |
| 30D | -1.1% | -2.0% | +0.9% | -0.1% |
| 3M | +5.6% | +12.3% | -6.7% | +0.6% |
| 6M | -9.9% | -17.6% | +7.7% | -1.9% |
| YTD | -32.3% | -27.5% | -4.9% | -22.2% |
| 1Y | -25.3% | -29.1% | +3.8% | -13.6% |
| 3Y | -42.3% | +11.5% | -53.8% | -46.9% |
| 5Y | -43.5% | -39.5% | -4.0% | -33.8% |
| All | +86.8% | +118.7% | -31.9% | +34.9% |
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