+2,330.4%
ACN vs NI
+1,189.6%
+1,140.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | 0.0% |
| 7D | -3.8% | +4.3% | -8.1% | -5.5% |
| 30D | +16.5% | +12.4% | +4.2% | +11.3% |
| 3M | +41.5% | +10.2% | +31.3% | +36.0% |
| 6M | +60.1% | -0.8% | +60.9% | +59.6% |
| YTD | -3.9% | +13.2% | -17.2% | -9.6% |
| 1Y | +4.1% | +10.1% | -6.0% | -1.1% |
| 3Y | -15.9% | +103.1% | -119.0% | -38.7% |
| 5Y | -26.3% | +115.5% | -141.9% | -48.2% |
| 10Y | +148.2% | +195.5% | -47.2% | +47.4% |
| All | +2,330.4% | +1,189.6% | +1,140.7% | +566.7% |
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 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