+620.2%
ADI vs ACN
+148.3%
+471.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -2.9% |
| 7D | +9.5% | -3.8% | +13.3% | +11.1% |
| 30D | -1.4% | +16.5% | -17.9% | -9.1% |
| 3M | +4.7% | +41.5% | -36.7% | -13.7% |
| 6M | -7.4% | +60.1% | -67.5% | -31.9% |
| YTD | +48.1% | -3.9% | +52.0% | +45.2% |
| 1Y | +69.6% | +4.1% | +65.5% | +57.0% |
| 3Y | +144.4% | -15.9% | +160.2% | +153.3% |
| 5Y | +134.1% | -26.3% | +160.5% | +161.9% |
| All | +620.2% | +148.3% | +471.9% | +252.9% |
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