+215.8%
HAL vs ACI
+32.8%
+183.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.8% | +3.9% | +3.2% |
| 7D | +6.1% | +2.3% | +3.8% | +5.8% |
| 30D | +2.9% | +1.2% | +1.7% | +2.7% |
| 3M | +3.3% | +6.8% | -3.5% | +2.4% |
| 6M | -16.9% | -18.7% | +1.8% | -15.4% |
| YTD | +21.2% | -20.2% | +41.4% | +23.4% |
| 1Y | +27.5% | -23.7% | +51.3% | +30.6% |
| 3Y | -6.4% | -31.6% | +25.2% | -3.5% |
| 5Y | +58.0% | -42.8% | +100.8% | +63.5% |
| All | +215.8% | +32.8% | +183.0% | +225.7% |
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