+678.3%
DELL vs ACN
-43.3%
+721.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.1% | +0.7% |
| 7D | +8.7% | -6.3% | +15.1% | +10.4% |
| 30D | +16.9% | -1.4% | +18.3% | +17.0% |
| 3M | +40.4% | +2.6% | +37.9% | +39.2% |
| 6M | +267.1% | -14.3% | +281.4% | +290.2% |
| YTD | +329.1% | -33.1% | +362.2% | +402.0% |
| 1Y | +346.9% | -28.8% | +375.7% | +407.1% |
| All | +678.3% | -43.3% | +721.6% | +858.4% |
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