+1,439.6%
ADI vs ACN
+2,419.8%
-980.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -2.0% | -1.1% |
| 7D | -6.3% | +1.6% | -7.9% | -7.2% |
| 30D | -3.2% | +24.6% | -27.8% | -13.6% |
| 3M | +2.8% | +46.2% | -43.4% | -16.7% |
| 6M | -5.0% | +46.2% | -51.2% | -26.6% |
| YTD | +46.3% | -0.9% | +47.2% | +34.7% |
| 1Y | +71.6% | +8.8% | +62.9% | +50.2% |
| 3Y | +139.2% | -14.3% | +153.4% | +133.4% |
| 5Y | +136.4% | -22.6% | +159.0% | +141.5% |
| 10Y | +636.2% | +153.7% | +482.5% | +317.3% |
| All | +1,439.6% | +2,419.8% | -980.2% | +140.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling