-40.4%
ACN vs DHI
+21.1%
-61.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.7% | +1.7% | +3.1% |
| 7D | -1.5% | -3.4% | +1.9% | -1.0% |
| 30D | +2.1% | -5.4% | +7.5% | +2.9% |
| 3M | +11.1% | -10.4% | +21.5% | +12.6% |
| 6M | -6.8% | -2.8% | -4.1% | -7.1% |
| YTD | -30.0% | -3.4% | -26.6% | -30.2% |
| 1Y | -23.1% | -22.9% | -0.2% | -21.0% |
| 3Y | -40.4% | +20.7% | -61.1% | -47.7% |
| All | -40.4% | +21.1% | -61.5% | -47.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling