+86.8%
ACN vs TRU
+144.8%
-58.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.3% |
| 7D | -7.9% | -9.4% | +1.5% | -3.9% |
| 30D | -1.1% | -4.1% | +3.0% | +0.8% |
| 3M | +5.6% | +13.6% | -8.0% | +0.2% |
| 6M | -9.9% | +3.6% | -13.5% | -11.3% |
| YTD | -32.3% | -9.8% | -22.5% | -29.6% |
| 1Y | -25.3% | -13.6% | -11.7% | -21.5% |
| 3Y | -42.3% | -2.0% | -40.3% | -46.0% |
| 5Y | -43.5% | -35.8% | -7.7% | -36.9% |
| All | +86.8% | +144.8% | -58.0% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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