-44.0%
ACN vs INDA
+5.9%
-49.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.3% |
| 7D | -6.3% | -2.6% | -3.7% | -4.7% |
| 30D | -1.4% | -2.9% | +1.6% | +0.6% |
| 3M | +2.6% | +2.4% | +0.2% | +0.8% |
| 6M | -14.3% | -2.6% | -11.7% | -13.1% |
| YTD | -33.1% | -10.0% | -23.2% | -28.3% |
| 1Y | -28.8% | -7.7% | -21.1% | -25.3% |
| 3Y | -43.0% | +8.9% | -51.8% | -49.5% |
| 5Y | -44.0% | +6.0% | -50.0% | -50.2% |
| All | -44.0% | +5.9% | -49.9% | -50.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling