+85.4%
BE vs ACN
+5.0%
+80.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.1% | -4.8% |
| 7D | +10.8% | -3.8% | +14.7% | +8.0% |
| 30D | -19.8% | +16.5% | -36.3% | -8.7% |
| 3M | -18.7% | +41.5% | -60.2% | +8.6% |
| 6M | -33.7% | +60.1% | -93.8% | +9.9% |
| YTD | +121.0% | -3.9% | +124.9% | +165.0% |
| 1Y | +85.4% | +4.1% | +81.3% | +152.1% |
| All | +85.4% | +5.0% | +80.4% | +152.1% |
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 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