+251.0%
DIA vs ACN
+86.3%
+164.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | 0.0% |
| 7D | -1.2% | -6.3% | +5.1% | +1.3% |
| 30D | -2.7% | -1.4% | -1.3% | -2.4% |
| 3M | +3.3% | +2.6% | +0.7% | +0.3% |
| 6M | +10.4% | -14.3% | +24.7% | +14.8% |
| YTD | +10.0% | -33.1% | +43.1% | +27.1% |
| 1Y | +16.2% | -28.8% | +45.0% | +29.4% |
| 3Y | +58.7% | -43.0% | +101.7% | +90.7% |
| 5Y | +63.6% | -44.0% | +107.6% | +92.4% |
| 10Y | +251.0% | +88.5% | +162.5% | +123.4% |
| All | +251.0% | +86.3% | +164.7% | +123.4% |
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 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