+641.7%
BE vs ACN
+79.8%
+561.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.6% | -6.0% | -5.0% |
| 7D | -13.4% | +1.6% | -14.9% | -14.2% |
| 30D | -33.9% | +24.6% | -58.5% | -40.9% |
| 3M | -12.0% | +46.2% | -58.2% | -28.8% |
| 6M | -29.0% | +46.2% | -75.1% | -46.6% |
| YTD | +113.4% | -0.9% | +114.3% | +103.9% |
| 1Y | +33.2% | +8.8% | +24.4% | +14.7% |
| 3Y | +1,659.2% | -14.3% | +1,673.5% | +1,560.9% |
| 5Y | +461.4% | -22.6% | +484.0% | +499.2% |
| All | +641.7% | +79.8% | +561.9% | +175.6% |
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