+268.6%
GE vs ACN
-11.6%
+280.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.8% | +4.5% | +2.8% |
| 7D | +7.1% | +0.9% | +6.2% | +7.0% |
| 30D | +6.5% | +33.5% | -27.1% | +4.4% |
| 3M | -13.6% | +53.5% | -67.0% | -16.3% |
| 6M | +6.0% | +52.2% | -46.2% | +2.7% |
| YTD | +5.4% | -0.1% | +5.5% | +10.1% |
| 1Y | +6.5% | +11.0% | -4.6% | +7.8% |
| 3Y | +268.6% | -11.8% | +280.4% | +283.8% |
| All | +268.6% | -11.6% | +280.2% | +283.8% |
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 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