-26.2%
ACN vs HAL
+74.2%
-100.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -1.9% |
| 7D | -6.3% | -1.3% | -5.0% | -6.2% |
| 30D | -1.4% | +10.9% | -12.3% | -2.3% |
| 3M | +2.6% | -5.8% | +8.4% | +3.7% |
| 6M | -14.3% | +8.1% | -22.4% | -15.0% |
| YTD | -33.1% | +33.2% | -66.3% | -35.8% |
| All | -26.2% | +74.2% | -100.4% | -32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 1y: compounded portfolio wealth divided by compounded HAL 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…
1y analysis · Full analysis span regression · 6 months rolling