+360.5%
BE vs ACN
-24.8%
+385.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -3.3% | +10.7% | +4.7% |
| 7D | +20.0% | -1.5% | +21.5% | +18.5% |
| 30D | +7.9% | +9.4% | -1.5% | +16.7% |
| 3M | -13.2% | +5.6% | -18.9% | +3.2% |
| 6M | +53.5% | -9.3% | +62.7% | +70.1% |
| YTD | +191.0% | -29.0% | +220.0% | +187.2% |
| 1Y | +360.5% | -24.7% | +385.2% | +372.2% |
| All | +360.5% | -24.8% | +385.3% | +372.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling