+152.0%
GE vs ACN
+86.3%
+65.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.8% | -1.0% | -2.1% |
| 7D | -1.2% | -6.3% | +5.1% | +1.2% |
| 30D | -11.3% | -1.4% | -9.9% | -11.2% |
| 3M | -1.4% | +2.6% | -4.0% | -4.6% |
| 6M | +1.2% | -14.3% | +15.5% | +4.8% |
| YTD | +5.9% | -33.1% | +39.1% | +21.9% |
| 1Y | +18.4% | -28.8% | +47.2% | +30.7% |
| 3Y | +271.0% | -43.0% | +313.9% | +345.7% |
| 5Y | +417.9% | -44.0% | +461.9% | +511.9% |
| 10Y | +152.0% | +88.5% | +63.4% | +62.4% |
| All | +152.0% | +86.3% | +65.7% | +62.4% |
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