+197.9%
HAL vs ACI
+34.0%
+163.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.2% | -2.2% | -0.3% |
| 7D | -6.5% | -0.6% | -5.9% | -6.4% |
| 30D | -2.1% | +9.5% | -11.7% | -3.1% |
| 3M | -4.9% | +10.1% | -14.9% | -6.0% |
| 6M | -19.3% | -15.4% | -3.9% | -18.2% |
| YTD | +14.3% | -19.5% | +33.8% | +16.3% |
| 1Y | +17.3% | -21.0% | +38.3% | +19.6% |
| 3Y | -10.9% | -31.2% | +20.3% | -8.2% |
| 5Y | +47.4% | -40.6% | +88.0% | +52.1% |
| All | +197.9% | +34.0% | +163.9% | +207.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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