+2,330.4%
ACN vs HIG
+251.8%
+2,078.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.1% |
| 7D | -3.8% | +2.6% | -6.4% | -4.3% |
| 30D | +16.5% | +4.2% | +12.3% | +15.8% |
| 3M | +41.5% | +0.2% | +41.3% | +41.5% |
| 6M | +60.1% | +4.6% | +55.5% | +59.1% |
| YTD | -3.9% | +1.1% | -5.1% | -4.1% |
| 1Y | +4.1% | +4.7% | -0.6% | +3.3% |
| 3Y | -15.9% | +95.5% | -111.3% | -24.8% |
| 5Y | -26.3% | +111.7% | -138.0% | -35.0% |
| 10Y | +148.2% | +263.4% | -115.2% | +97.5% |
| All | +2,330.4% | +251.8% | +2,078.6% | +1,565.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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