+1,697.2%
ACN vs LII
+6,286.6%
-4,589.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.2% | -4.5% | -3.7% |
| 7D | -1.5% | -0.7% | -0.8% | -1.3% |
| 30D | +9.4% | -12.6% | +22.0% | +14.2% |
| 3M | +5.6% | -24.4% | +30.1% | +13.3% |
| 6M | -9.3% | -28.7% | +19.4% | -1.9% |
| YTD | -29.0% | -19.1% | -9.8% | -26.7% |
| 1Y | -24.7% | -29.7% | +5.0% | -18.7% |
| 3Y | -39.8% | +4.8% | -44.6% | -45.5% |
| 5Y | -40.9% | +24.6% | -65.5% | -50.5% |
| 10Y | +91.1% | +169.2% | -78.1% | +20.2% |
| All | +1,697.2% | +6,286.6% | -4,589.3% | +300.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling