+790.0%
NOW vs ACN
+85.2%
+704.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.1% | -0.9% | -1.7% |
| 7D | -6.1% | -4.8% | -1.3% | -2.2% |
| 30D | +7.5% | +1.9% | +5.6% | +6.3% |
| 3M | +17.5% | +3.9% | +13.7% | +12.0% |
| 6M | +7.9% | -15.0% | +23.0% | +22.9% |
| YTD | -12.4% | -31.9% | +19.5% | +17.7% |
| 1Y | -28.6% | -28.5% | -0.1% | -8.6% |
| 3Y | +11.8% | -41.9% | +53.7% | +62.8% |
| 5Y | +2.6% | -42.9% | +45.5% | +51.7% |
| 10Y | +790.0% | +88.7% | +701.3% | +460.4% |
| All | +790.0% | +85.2% | +704.8% | +460.4% |
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