+153.7%
ACN vs LII
+166.2%
-12.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.1% | +1.8% |
| 7D | +1.6% | +0.4% | +1.1% | +1.4% |
| 30D | +24.6% | -2.4% | +27.0% | +25.1% |
| 3M | +46.2% | -17.5% | +63.7% | +55.2% |
| 6M | +46.2% | -32.8% | +79.0% | +62.1% |
| YTD | -0.9% | -27.7% | +26.8% | +5.0% |
| 1Y | +8.8% | -28.1% | +36.8% | +15.3% |
| 3Y | -14.3% | -9.7% | -4.6% | -22.4% |
| 5Y | -22.6% | +19.5% | -42.1% | -40.7% |
| 10Y | +153.7% | +170.6% | -16.9% | +41.4% |
| All | +153.7% | +166.2% | -12.5% | +41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 10y: compounded portfolio wealth divided by compounded LII 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…
10y analysis · Full analysis span regression · 6 months rolling