+208.1%
C vs ACN
-11.6%
+219.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +0.7% |
| 7D | -2.4% | +0.9% | -3.3% | -2.5% |
| 30D | -6.0% | +33.5% | -39.5% | -9.7% |
| 3M | -10.5% | +53.5% | -64.0% | -16.3% |
| 6M | -5.7% | +52.2% | -57.9% | -12.0% |
| YTD | +4.1% | -0.1% | +4.2% | +8.8% |
| 1Y | +20.5% | +11.0% | +9.4% | +21.5% |
| 3Y | +208.1% | -11.8% | +219.9% | +221.1% |
| All | +208.1% | -11.6% | +219.7% | +221.1% |
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