+79.3%
ADI vs ACN
+10.1%
+69.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.8% | -7.0% | -2.4% |
| 7D | -5.1% | +8.6% | -13.7% | -3.5% |
| 30D | -3.1% | +36.6% | -39.6% | +3.0% |
| 3M | +7.1% | +56.3% | -49.2% | +17.2% |
| 6M | +2.9% | +49.7% | -46.8% | +15.9% |
| YTD | +51.1% | +1.3% | +49.8% | +83.9% |
| 1Y | +79.3% | +11.9% | +67.4% | +109.3% |
| All | +79.3% | +10.1% | +69.2% | +109.3% |
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