+216.0%
C vs ACN
-16.0%
+232.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.3% | -0.1% |
| 7D | +4.2% | -3.8% | +8.0% | +4.7% |
| 30D | +2.0% | +16.5% | -14.5% | -0.3% |
| 3M | -10.1% | +41.5% | -51.6% | -14.9% |
| 6M | +1.0% | +60.1% | -59.1% | -7.4% |
| YTD | +8.5% | -3.9% | +12.4% | +13.9% |
| 1Y | +25.7% | +4.1% | +21.6% | +28.5% |
| 3Y | +216.0% | -15.9% | +231.8% | +234.6% |
| All | +216.0% | -16.0% | +232.0% | +234.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling