-25.3%
ACN vs INDA
-9.3%
-16.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.2% | +2.4% | +1.5% |
| 7D | -7.9% | -3.6% | -4.3% | -7.1% |
| 30D | -1.1% | -4.0% | +2.9% | -0.1% |
| 3M | +5.6% | +1.7% | +3.9% | +5.1% |
| 6M | -9.9% | -3.6% | -6.3% | -8.4% |
| YTD | -32.3% | -11.0% | -21.3% | -30.7% |
| 1Y | -25.3% | -9.5% | -15.8% | -23.2% |
| All | -25.3% | -9.3% | -16.0% | -23.2% |
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