+212.2%
GLD vs ACN
+159.3%
+53.0%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.2% | +1.9% |
| 7D | +4.9% | -2.5% | +7.5% | +5.0% |
| 30D | -1.3% | +22.6% | -24.0% | -1.6% |
| 3M | -4.8% | +45.9% | -50.7% | -5.4% |
| 6M | -12.5% | +43.8% | -56.3% | -13.1% |
| YTD | -4.2% | -2.5% | -1.8% | -4.2% |
| 1Y | +3.0% | +6.5% | -3.4% | +2.7% |
| 3Y | +109.1% | -14.2% | +123.3% | +109.6% |
| 5Y | +121.6% | -24.4% | +146.0% | +122.1% |
| 10Y | +212.2% | +156.3% | +55.9% | +216.3% |
| All | +212.2% | +159.3% | +53.0% | +216.3% |
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