+2,361.1%
ACN vs HAL
+217.0%
+2,144.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.4% | -5.2% | -2.6% |
| 7D | -4.0% | -0.2% | -3.8% | -4.0% |
| 30D | +19.0% | +1.0% | +18.0% | +18.4% |
| 3M | +42.2% | -2.1% | +44.3% | +42.2% |
| 6M | +50.1% | -17.5% | +67.6% | +55.6% |
| YTD | -2.7% | +18.1% | -20.9% | -7.7% |
| 1Y | +7.6% | +19.7% | -12.1% | +1.7% |
| 3Y | -15.9% | -7.9% | -8.0% | -17.7% |
| 5Y | -24.4% | +53.1% | -77.4% | -37.0% |
| 10Y | +151.4% | -16.8% | +168.2% | +109.6% |
| All | +2,361.1% | +217.0% | +2,144.2% | +1,118.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling