+3,922.7%
DELL vs ACN
+91.1%
+3,831.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.2% | -6.5% | -5.9% |
| 7D | -1.9% | -7.9% | +6.0% | +2.0% |
| 30D | +14.9% | -1.1% | +15.9% | +14.7% |
| 3M | +37.2% | +5.6% | +31.6% | +27.8% |
| 6M | +254.0% | -9.9% | +263.9% | +260.7% |
| YTD | +306.1% | -32.3% | +338.5% | +385.9% |
| 1Y | +312.3% | -25.3% | +337.6% | +360.4% |
| 3Y | +654.0% | -42.3% | +696.3% | +857.2% |
| 5Y | +1,055.3% | -43.5% | +1,098.8% | +1,346.9% |
| All | +3,922.7% | +91.1% | +3,831.6% | +2,414.8% |
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