-28.5%
ACN vs U
-3.2%
-25.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.6% | -6.7% | -4.5% |
| 7D | -4.8% | +4.5% | -9.3% | -5.4% |
| 30D | +1.9% | -0.6% | +2.5% | +1.9% |
| 3M | +3.9% | +48.4% | -44.6% | -2.4% |
| 6M | -15.0% | +115.4% | -130.4% | -24.0% |
| YTD | -31.9% | -3.2% | -28.7% | -35.0% |
| 1Y | -28.5% | -6.0% | -22.5% | -30.7% |
| All | -28.5% | -3.2% | -25.3% | -30.7% |
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