+1,697.2%
ACN vs HAL
+256.8%
+1,440.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -3.2% |
| 7D | -1.5% | +2.9% | -4.5% | -2.2% |
| 30D | +9.4% | +17.0% | -7.7% | +5.4% |
| 3M | +5.6% | -9.7% | +15.3% | +7.7% |
| 6M | -9.3% | +8.6% | -17.9% | -11.6% |
| YTD | -29.0% | +33.0% | -62.0% | -34.1% |
| 1Y | -24.7% | +68.3% | -93.0% | -34.0% |
| 3Y | -39.8% | +0.1% | -39.9% | -42.2% |
| 5Y | -40.9% | +102.6% | -143.5% | -53.9% |
| 10Y | +91.1% | +3.8% | +87.3% | +51.7% |
| All | +1,697.2% | +256.8% | +1,440.4% | +769.9% |
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