+156.3%
ACN vs HAS
+106.1%
+50.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.7% | -4.0% | -2.8% |
| 7D | -2.5% | +2.2% | -4.7% | -3.1% |
| 30D | +22.6% | +29.6% | -6.9% | +13.8% |
| 3M | +45.9% | +30.3% | +15.7% | +35.2% |
| 6M | +43.8% | +25.6% | +18.2% | +34.1% |
| YTD | -2.5% | +50.8% | -53.3% | -14.3% |
| 1Y | +6.5% | +63.0% | -56.5% | -8.6% |
| 3Y | -14.2% | +211.6% | -225.7% | -40.8% |
| 5Y | -24.4% | +50.4% | -74.8% | -36.0% |
| 10Y | +156.3% | +101.9% | +54.4% | +92.6% |
| All | +156.3% | +106.1% | +50.2% | +92.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 10y: compounded portfolio wealth divided by compounded HAS 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…
10y analysis · Full analysis span regression · 6 months rolling