-25.8%
ACN vs ALHC
-66.2%
+40.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.3% |
| 7D | -3.8% | +0.3% | -4.1% | -3.9% |
| 30D | +16.5% | -10.6% | +27.1% | +17.1% |
| 3M | +41.5% | -45.3% | +86.8% | +45.3% |
| 6M | +60.1% | -59.7% | +119.8% | +65.9% |
| YTD | -3.9% | -62.7% | +58.8% | -0.2% |
| 1Y | +4.1% | -56.1% | +60.2% | +6.8% |
| 3Y | -15.9% | +21.3% | -37.1% | -23.4% |
| All | -25.8% | -66.2% | +40.5% | -24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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