+93.1%
ACN vs NI
+143.3%
-50.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.4% | +3.4% |
| 7D | -1.5% | 0.0% | -1.6% | -1.5% |
| 30D | +2.1% | -1.4% | +3.5% | +2.5% |
| 3M | +11.1% | -10.6% | +21.7% | +15.2% |
| 6M | -6.8% | -9.3% | +2.5% | -4.3% |
| YTD | -30.0% | +1.1% | -31.2% | -31.2% |
| 1Y | -23.1% | +3.4% | -26.5% | -25.2% |
| 3Y | -40.4% | +67.9% | -108.3% | -52.9% |
| 5Y | -41.6% | +98.0% | -139.5% | -57.2% |
| All | +93.1% | +143.3% | -50.2% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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