+49.0%
ADI vs ACN
-24.8%
+73.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.3% | +4.9% | +1.1% |
| 7D | +0.4% | -1.5% | +2.0% | +0.2% |
| 30D | -3.8% | +9.4% | -13.2% | -2.2% |
| 3M | -15.3% | +5.6% | -20.9% | -11.4% |
| 6M | +6.7% | -9.3% | +15.9% | +13.4% |
| YTD | +34.8% | -29.0% | +63.7% | +53.6% |
| 1Y | +49.0% | -24.7% | +73.7% | +64.9% |
| All | +49.0% | -24.8% | +73.8% | +64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 1y: compounded portfolio wealth divided by compounded ACN 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…
1y analysis · Full analysis span regression · 6 months rolling