+141.2%
ADI vs ACN
-42.9%
+184.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.1% | +4.4% | +1.6% |
| 7D | +2.4% | -4.8% | +7.3% | +4.0% |
| 30D | -6.6% | +1.9% | -8.5% | -7.5% |
| 3M | -9.8% | +3.9% | -13.7% | -12.1% |
| 6M | +15.7% | -15.0% | +30.7% | +22.3% |
| YTD | +35.1% | -31.9% | +67.0% | +60.4% |
| 1Y | +47.7% | -28.5% | +76.2% | +69.0% |
| 3Y | +114.5% | -41.9% | +156.4% | +171.6% |
| 5Y | +141.2% | -42.9% | +184.1% | +193.5% |
| All | +141.2% | -42.9% | +184.2% | +193.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling