+26.6%
BA vs ACN
+160.2%
-133.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | -0.3% |
| 7D | 0.0% | +1.6% | -1.5% | -0.8% |
| 30D | -8.9% | +24.6% | -33.6% | -19.1% |
| 3M | -25.5% | +46.2% | -71.7% | -40.2% |
| 6M | -27.0% | +46.2% | -73.1% | -43.3% |
| YTD | -20.1% | -0.9% | -19.3% | -23.0% |
| 1Y | -11.0% | +8.8% | -19.8% | -19.8% |
| 3Y | -11.8% | -14.3% | +2.4% | -12.0% |
| 5Y | -20.6% | -22.6% | +2.0% | -17.0% |
| 10Y | +26.6% | +153.7% | -127.1% | -46.0% |
| All | +26.6% | +160.2% | -133.6% | -46.0% |
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