-16.0%
ACN vs LII
-9.2%
-6.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -1.4% |
| 7D | -5.7% | -0.2% | -5.5% | -5.7% |
| 30D | +17.0% | -0.6% | +17.6% | +16.9% |
| 3M | +39.9% | -17.0% | +56.9% | +42.3% |
| 6M | +50.2% | -31.1% | +81.3% | +53.7% |
| YTD | -4.2% | -27.7% | +23.5% | -3.6% |
| 1Y | +4.3% | -26.2% | +30.5% | +4.2% |
| All | -16.0% | -9.2% | -6.9% | -20.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling