+4.1%
ACN vs LII
-26.1%
+30.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | +0.3% |
| 7D | -3.8% | +2.9% | -6.8% | -3.7% |
| 30D | +16.5% | +0.9% | +15.6% | +16.6% |
| 3M | +41.5% | -15.5% | +57.0% | +39.5% |
| 6M | +60.1% | -30.2% | +90.3% | +54.0% |
| YTD | -3.9% | -26.8% | +22.9% | -8.0% |
| 1Y | +4.1% | -25.3% | +29.4% | -1.5% |
| All | +4.1% | -26.1% | +30.2% | -1.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling