+1,744.2%
TER vs ACN
+85.2%
+1,659.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -4.1% | +8.3% | +6.0% |
| 7D | +11.0% | -4.8% | +15.8% | +13.1% |
| 30D | -1.9% | +1.9% | -3.8% | -3.6% |
| 3M | -0.7% | +3.9% | -4.5% | -7.0% |
| 6M | +36.4% | -15.0% | +51.4% | +39.5% |
| YTD | +92.4% | -31.9% | +124.3% | +122.6% |
| 1Y | +213.5% | -28.5% | +242.0% | +245.8% |
| 3Y | +277.2% | -41.9% | +319.1% | +369.1% |
| 5Y | +219.1% | -42.9% | +262.0% | +297.7% |
| 10Y | +1,744.2% | +88.7% | +1,655.5% | +894.0% |
| All | +1,744.2% | +85.2% | +1,659.0% | +894.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling