+1,697.2%
ACN vs HAS
+1,171.6%
+525.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -3.2% |
| 7D | -1.5% | -1.8% | +0.3% | -1.0% |
| 30D | +9.4% | +2.3% | +7.1% | +8.5% |
| 3M | +5.6% | +10.4% | -4.7% | +2.0% |
| 6M | -9.3% | -3.2% | -6.0% | -9.4% |
| YTD | -29.0% | +15.4% | -44.4% | -33.1% |
| 1Y | -24.7% | +18.8% | -43.5% | -29.8% |
| 3Y | -39.8% | +43.9% | -83.8% | -48.9% |
| 5Y | -40.9% | +13.9% | -54.8% | -46.8% |
| 10Y | +91.1% | +56.4% | +34.7% | +42.6% |
| All | +1,697.2% | +1,171.6% | +525.7% | +462.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling