+78.0%
V vs ACN
-16.0%
+93.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | +0.9% | -3.8% | +4.8% | +1.8% |
| 30D | +9.0% | +16.5% | -7.6% | +5.3% |
| 3M | +16.7% | +41.5% | -24.7% | +7.4% |
| 6M | +33.4% | +60.1% | -26.7% | +17.6% |
| YTD | +22.4% | -3.9% | +26.3% | +23.8% |
| 1Y | +27.7% | +4.1% | +23.6% | +25.6% |
| 3Y | +78.0% | -15.9% | +93.8% | +82.7% |
| All | +78.0% | -16.0% | +93.9% | +82.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling