+1,251.0%
BE vs ACN
-42.9%
+1,293.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -4.1% | +13.7% | +10.1% |
| 7D | +29.8% | -4.8% | +34.6% | +30.4% |
| 30D | +26.4% | +1.9% | +24.5% | +25.9% |
| 3M | +9.3% | +3.9% | +5.5% | +9.3% |
| 6M | +105.1% | -15.0% | +120.1% | +118.9% |
| YTD | +219.0% | -31.9% | +250.9% | +273.5% |
| 1Y | +418.8% | -28.5% | +447.3% | +476.4% |
| 3Y | +1,784.6% | -41.9% | +1,826.5% | +2,081.7% |
| 5Y | +1,251.0% | -42.9% | +1,293.8% | +1,447.2% |
| All | +1,251.0% | -42.9% | +1,293.9% | +1,447.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling