+46.3%
LLY vs ACN
+6.6%
+39.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.2% | +0.5% |
| 7D | +1.4% | -4.0% | +5.4% | +1.7% |
| 30D | +21.5% | +19.0% | +2.5% | +19.9% |
| 3M | +18.5% | +42.2% | -23.7% | +15.2% |
| 6M | +49.1% | +50.1% | -1.0% | +43.1% |
| YTD | +34.4% | -2.7% | +37.1% | +39.7% |
| 1Y | +46.3% | +7.6% | +38.7% | +50.7% |
| All | +46.3% | +6.6% | +39.7% | +50.7% |
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