-24.7%
ACN vs INDA
-5.0%
-19.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | -1.5% | +0.7% | -2.2% | -1.7% |
| 30D | +9.4% | -0.8% | +10.2% | +9.5% |
| 3M | +5.6% | +3.9% | +1.7% | +4.6% |
| 6M | -9.3% | -0.7% | -8.5% | -8.5% |
| YTD | -29.0% | -7.7% | -21.3% | -28.3% |
| 1Y | -24.7% | -5.1% | -19.6% | -23.3% |
| All | -24.7% | -5.0% | -19.7% | -23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 1y: compounded portfolio wealth divided by compounded INDA 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…
1y analysis · Full analysis span regression · 6 months rolling