+651.5%
ADI vs ACN
+97.5%
+554.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.4% | +1.5% | +3.2% |
| 7D | +4.6% | -1.5% | +6.1% | +5.3% |
| 30D | -1.2% | +2.1% | -3.3% | -2.6% |
| 3M | -7.8% | +11.1% | -18.9% | -15.7% |
| 6M | +19.3% | -6.8% | +26.2% | +17.8% |
| YTD | +40.9% | -30.0% | +71.0% | +64.2% |
| 1Y | +54.5% | -23.1% | +77.6% | +67.7% |
| 3Y | +123.4% | -40.4% | +163.8% | +179.9% |
| 5Y | +142.3% | -41.6% | +183.9% | +201.8% |
| All | +651.5% | +97.5% | +554.0% | +366.9% |
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 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