+93.1%
ACN vs DHI
+414.5%
-321.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.7% | +1.7% | +2.9% |
| 7D | -1.5% | -3.4% | +1.9% | -0.5% |
| 30D | +2.1% | -5.4% | +7.5% | +3.7% |
| 3M | +11.1% | -10.4% | +21.5% | +14.2% |
| 6M | -6.8% | -2.8% | -4.1% | -7.1% |
| YTD | -30.0% | -3.4% | -26.6% | -30.4% |
| 1Y | -23.1% | -22.9% | -0.2% | -18.4% |
| 3Y | -40.4% | +20.7% | -61.1% | -47.6% |
| 5Y | -41.6% | +62.1% | -103.7% | -55.0% |
| All | +93.1% | +414.5% | -321.4% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 10y: compounded portfolio wealth divided by compounded DHI 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…
10y analysis · Full analysis span regression · 6 months rolling