+558.6%
QQQ vs ACN
+97.5%
+461.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.4% | -2.5% | -0.6% |
| 7D | -0.6% | -1.5% | +0.9% | 0.0% |
| 30D | -1.2% | +2.1% | -3.3% | -2.5% |
| 3M | -0.2% | +11.1% | -11.3% | -7.6% |
| 6M | +17.9% | -6.8% | +24.8% | +17.8% |
| YTD | +16.6% | -30.0% | +46.7% | +34.7% |
| 1Y | +23.0% | -23.1% | +46.1% | +33.2% |
| 3Y | +92.9% | -40.4% | +133.3% | +134.0% |
| 5Y | +95.6% | -41.6% | +137.2% | +135.9% |
| All | +558.6% | +97.5% | +461.0% | +317.9% |
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