-24.4%
ACN vs HAL
+40.6%
-65.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.4% |
| 7D | -2.5% | -7.9% | +5.4% | -1.4% |
| 30D | +22.6% | -2.1% | +24.7% | +22.8% |
| 3M | +45.9% | +0.4% | +45.5% | +45.3% |
| 6M | +43.8% | -19.2% | +63.1% | +47.9% |
| YTD | -2.5% | +14.4% | -16.8% | -5.6% |
| 1Y | +6.5% | +18.0% | -11.5% | +2.5% |
| 3Y | -14.2% | -9.7% | -4.5% | -15.7% |
| 5Y | -24.4% | +40.1% | -64.6% | -32.6% |
| All | -24.4% | +40.6% | -65.0% | -32.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling