+286.5%
C vs ACN
+85.2%
+201.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.1% | +3.4% | +1.4% |
| 7D | +3.2% | -4.8% | +8.0% | +5.7% |
| 30D | +1.3% | +1.9% | -0.6% | -0.2% |
| 3M | +3.1% | +3.9% | -0.8% | -2.0% |
| 6M | +29.6% | -15.0% | +44.6% | +36.4% |
| YTD | +19.0% | -31.9% | +50.8% | +41.4% |
| 1Y | +45.6% | -28.5% | +74.2% | +66.6% |
| 3Y | +269.3% | -41.9% | +311.2% | +360.3% |
| 5Y | +131.6% | -42.9% | +174.4% | +177.4% |
| 10Y | +286.5% | +88.7% | +197.8% | +113.8% |
| All | +286.5% | +85.2% | +201.3% | +113.8% |
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