+158.6%
GE vs ACN
+150.4%
+8.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.9% | +3.3% | +2.1% |
| 7D | +4.0% | -4.0% | +8.1% | +5.5% |
| 30D | +11.1% | +19.0% | -7.9% | +3.6% |
| 3M | -6.7% | +42.2% | -48.9% | -19.9% |
| 6M | +14.3% | +50.1% | -35.9% | -6.2% |
| YTD | +11.7% | -2.7% | +14.5% | +10.1% |
| 1Y | +10.9% | +7.6% | +3.3% | +3.2% |
| 3Y | +279.0% | -15.9% | +294.9% | +287.8% |
| 5Y | +427.0% | -24.4% | +451.4% | +459.6% |
| 10Y | +158.6% | +151.4% | +7.2% | +44.2% |
| All | +158.6% | +150.4% | +8.2% | +44.2% |
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