+1,697.2%
ACN vs HIG
+254.0%
+1,443.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.1% | -3.1% |
| 7D | -1.5% | +0.3% | -1.8% | -1.6% |
| 30D | +9.4% | -3.2% | +12.6% | +9.9% |
| 3M | +5.6% | +9.1% | -3.5% | +4.2% |
| 6M | -9.3% | -1.8% | -7.5% | -9.0% |
| YTD | -29.0% | +1.8% | -30.7% | -29.2% |
| 1Y | -24.7% | +4.6% | -29.2% | -25.3% |
| 3Y | -39.8% | +101.6% | -141.5% | -46.6% |
| 5Y | -40.9% | +124.5% | -165.4% | -48.4% |
| 10Y | +91.1% | +317.8% | -226.7% | +49.0% |
| All | +1,697.2% | +254.0% | +1,443.2% | +1,129.0% |
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