+668.0%
BE vs ACN
+74.2%
+593.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.1% | -5.0% |
| 7D | +10.8% | -3.8% | +14.7% | +12.3% |
| 30D | -19.8% | +16.5% | -36.3% | -26.2% |
| 3M | -18.7% | +41.5% | -60.2% | -33.4% |
| 6M | -33.7% | +60.1% | -93.8% | -53.5% |
| YTD | +121.0% | -3.9% | +124.9% | +113.7% |
| 1Y | +85.4% | +4.1% | +81.3% | +63.6% |
| 3Y | +1,709.5% | -15.9% | +1,725.4% | +1,603.3% |
| 5Y | +462.2% | -26.3% | +488.5% | +520.7% |
| All | +668.0% | +74.2% | +593.7% | +188.8% |
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