+23.3%
BA vs ACN
+148.3%
-124.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -1.1% | -3.8% | +2.7% | +0.9% |
| 30D | -7.1% | +16.5% | -23.7% | -14.6% |
| 3M | -25.5% | +41.5% | -67.0% | -39.2% |
| 6M | -28.7% | +60.1% | -88.8% | -47.7% |
| YTD | -21.0% | -3.9% | -17.1% | -22.6% |
| 1Y | -11.9% | +4.1% | -16.0% | -18.6% |
| 3Y | -16.2% | -15.9% | -0.3% | -15.8% |
| 5Y | -22.4% | -26.3% | +3.9% | -16.1% |
| All | +23.3% | +148.3% | -124.9% | -47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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