+504.6%
NOW vs ACN
+159.3%
+345.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.1% | +2.6% |
| 7D | -3.1% | -2.5% | -0.5% | -1.4% |
| 30D | -27.0% | +22.6% | -49.7% | -38.8% |
| 3M | -17.7% | +45.9% | -63.6% | -40.7% |
| 6M | +12.7% | +43.8% | -31.1% | -19.0% |
| YTD | -32.9% | -2.5% | -30.5% | -34.3% |
| 1Y | -40.4% | +6.5% | -46.9% | -45.9% |
| 3Y | -17.1% | -14.2% | -2.9% | -14.2% |
| 5Y | -25.7% | -24.4% | -1.2% | -14.4% |
| 10Y | +504.6% | +156.3% | +348.3% | +179.5% |
| All | +504.6% | +159.3% | +345.4% | +179.5% |
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