+1,697.2%
ACN vs NI
+1,051.4%
+645.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -3.1% |
| 7D | -1.5% | +2.0% | -3.5% | -2.3% |
| 30D | +9.4% | -3.5% | +12.9% | +10.8% |
| 3M | +5.6% | -9.1% | +14.8% | +9.3% |
| 6M | -9.3% | -11.8% | +2.6% | -5.4% |
| YTD | -29.0% | +1.1% | -30.1% | -30.1% |
| 1Y | -24.7% | +6.7% | -31.4% | -27.6% |
| 3Y | -39.8% | +71.1% | -110.9% | -53.2% |
| 5Y | -40.9% | +94.3% | -135.2% | -56.8% |
| 10Y | +91.1% | +135.8% | -44.7% | +24.0% |
| All | +1,697.2% | +1,051.4% | +645.9% | +415.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling