+49.5%
ADI vs ACN
-28.8%
+78.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +0.2% |
| 7D | +2.6% | -6.3% | +9.0% | +1.5% |
| 30D | -4.6% | -1.4% | -3.2% | -4.7% |
| 3M | -9.5% | +2.6% | -12.1% | -6.1% |
| 6M | +14.8% | -14.3% | +29.1% | +20.9% |
| YTD | +35.8% | -33.1% | +68.9% | +53.3% |
| All | +49.5% | -28.8% | +78.3% | +63.0% |
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