-26.5%
ACN vs LII
+18.7%
-45.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -1.3% |
| 7D | -5.7% | -0.2% | -5.5% | -5.7% |
| 30D | +17.0% | -0.6% | +17.6% | +16.8% |
| 3M | +39.9% | -17.0% | +56.9% | +46.4% |
| 6M | +50.2% | -31.1% | +81.3% | +61.3% |
| YTD | -4.2% | -27.7% | +23.5% | -0.3% |
| 1Y | +4.3% | -26.2% | +30.5% | +7.5% |
| 3Y | -17.1% | -9.6% | -7.5% | -27.5% |
| 5Y | -26.5% | +15.7% | -42.2% | -45.4% |
| All | -26.5% | +18.7% | -45.2% | -45.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling