-15.9%
ACN vs NI
+102.7%
-118.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.2% |
| 7D | -3.8% | +4.3% | -8.1% | -4.3% |
| 30D | +16.5% | +12.4% | +4.2% | +15.2% |
| 3M | +41.5% | +10.2% | +31.3% | +39.9% |
| 6M | +60.1% | -0.8% | +60.9% | +60.0% |
| YTD | -3.9% | +13.2% | -17.2% | -6.9% |
| 1Y | +4.1% | +10.1% | -6.0% | +1.5% |
| 3Y | -15.9% | +103.1% | -119.0% | -26.7% |
| All | -15.9% | +102.7% | -118.6% | -26.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling