+114.5%
ADI vs ACN
-42.6%
+157.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.1% | +4.4% | +0.7% |
| 7D | +2.4% | -4.8% | +7.3% | +3.0% |
| 30D | -6.6% | +1.9% | -8.5% | -6.9% |
| 3M | -9.8% | +3.9% | -13.7% | -9.3% |
| 6M | +15.7% | -15.0% | +30.7% | +23.5% |
| YTD | +35.1% | -31.9% | +67.0% | +58.8% |
| 1Y | +47.7% | -28.5% | +76.2% | +68.6% |
| 3Y | +114.5% | -41.9% | +156.4% | +159.8% |
| All | +114.5% | -42.6% | +157.1% | +159.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling