+11.9%
ACN vs U
+17.5%
-5.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.9% | -1.1% | +3.1% |
| 7D | +8.6% | +7.5% | +1.1% | +7.4% |
| 30D | +36.6% | -7.0% | +43.6% | +37.8% |
| 3M | +56.3% | +20.6% | +35.7% | +51.7% |
| 6M | +49.7% | +53.2% | -3.5% | +40.3% |
| YTD | +1.3% | -3.9% | +5.2% | -5.2% |
| 1Y | +11.9% | +18.4% | -6.4% | +3.1% |
| All | +11.9% | +17.5% | -5.6% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 1y: compounded portfolio wealth divided by compounded U 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…
1y analysis · Full analysis span regression · 6 months rolling