+151.4%
ACN vs HAS
+106.0%
+45.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.8% | -3.7% | -2.4% |
| 7D | -4.0% | +2.0% | -6.0% | -4.6% |
| 30D | +19.0% | +30.9% | -11.9% | +10.1% |
| 3M | +42.2% | +28.8% | +13.4% | +32.2% |
| 6M | +50.1% | +32.3% | +17.8% | +37.8% |
| YTD | -2.7% | +54.7% | -57.4% | -15.2% |
| 1Y | +7.6% | +63.2% | -55.6% | -7.7% |
| 3Y | -15.9% | +220.7% | -236.5% | -42.5% |
| 5Y | -24.4% | +53.3% | -77.7% | -36.3% |
| 10Y | +151.4% | +104.2% | +47.2% | +88.3% |
| All | +151.4% | +106.0% | +45.4% | +88.3% |
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