+640.7%
ADI vs ACN
+147.7%
+493.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.5% | +0.7% |
| 7D | +13.4% | -5.7% | +19.1% | +16.1% |
| 30D | -1.3% | +17.0% | -18.3% | -9.2% |
| 3M | +6.8% | +39.9% | -33.1% | -11.5% |
| 6M | -1.9% | +50.2% | -52.1% | -25.2% |
| YTD | +52.3% | -4.2% | +56.4% | +49.5% |
| 1Y | +71.6% | +4.3% | +67.3% | +58.5% |
| 3Y | +148.9% | -17.1% | +166.0% | +160.6% |
| 5Y | +140.8% | -26.5% | +167.3% | +169.6% |
| All | +640.7% | +147.7% | +493.0% | +263.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling