-15.9%
ACN vs U
+99.9%
-115.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.2% | -5.0% | -0.4% |
| 7D | -3.8% | +2.6% | -6.4% | -4.1% |
| 30D | +16.5% | +27.6% | -11.0% | +13.0% |
| 3M | +41.5% | +15.3% | +26.1% | +38.6% |
| 6M | +60.1% | +96.4% | -36.3% | +47.4% |
| YTD | -3.9% | +19.6% | -23.5% | -8.9% |
| 1Y | +4.1% | +42.1% | -38.0% | -3.0% |
| 3Y | -15.9% | +87.5% | -103.4% | -25.9% |
| All | -15.9% | +99.9% | -115.7% | -25.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling