+25.8%
C vs ACN
+6.6%
+19.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.9% | +3.5% | +1.6% |
| 7D | -0.4% | -4.0% | +3.6% | -0.4% |
| 30D | -5.3% | +19.0% | -24.3% | -5.7% |
| 3M | -8.0% | +42.2% | -50.2% | -8.9% |
| 6M | -0.3% | +50.1% | -50.4% | -0.9% |
| YTD | +8.6% | -2.7% | +11.4% | +16.3% |
| 1Y | +25.8% | +7.6% | +18.2% | +31.0% |
| All | +25.8% | +6.6% | +19.3% | +31.0% |
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 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