+4.1%
ACN vs INDA
-5.5%
+9.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | -3.8% | +1.1% | -4.9% | -4.1% |
| 30D | +16.5% | +9.4% | +7.2% | +13.8% |
| 3M | +41.5% | +2.9% | +38.5% | +40.5% |
| 6M | +60.1% | +7.2% | +52.8% | +57.0% |
| YTD | -3.9% | -4.8% | +0.9% | -3.4% |
| 1Y | +4.1% | -5.1% | +9.2% | +3.9% |
| All | +4.1% | -5.5% | +9.6% | +3.9% |
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