+17.4%
ACN vs U
-33.1%
+50.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.1% | -2.5% | -1.6% |
| 7D | -5.7% | +2.8% | -8.6% | -6.1% |
| 30D | +17.0% | +7.6% | +9.4% | +15.5% |
| 3M | +39.9% | +12.7% | +27.2% | +37.2% |
| 6M | +50.2% | +87.0% | -36.8% | +37.8% |
| YTD | -4.2% | +13.6% | -17.8% | -8.2% |
| 1Y | +4.3% | +25.3% | -21.0% | -1.5% |
| 3Y | -17.1% | +85.8% | -102.9% | -28.9% |
| 5Y | -26.5% | -74.5% | +48.0% | -30.3% |
| All | +17.4% | -33.1% | +50.5% | +2.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling