+220.1%
C vs ACN
+159.3%
+60.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.4% | +4.8% | +3.6% |
| 7D | -0.9% | -2.5% | +1.6% | +0.2% |
| 30D | -5.4% | +22.6% | -28.0% | -14.9% |
| 3M | -9.2% | +45.9% | -55.1% | -26.8% |
| 6M | -1.8% | +43.8% | -45.6% | -22.9% |
| YTD | +6.7% | -2.5% | +9.1% | +4.0% |
| 1Y | +23.5% | +6.5% | +17.0% | +13.3% |
| 3Y | +219.8% | -14.2% | +234.0% | +220.5% |
| 5Y | +112.4% | -24.4% | +136.8% | +124.6% |
| 10Y | +220.1% | +156.3% | +63.8% | +38.0% |
| All | +220.1% | +159.3% | +60.8% | +38.0% |
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