+105.3%
HAL vs ACI
-42.9%
+148.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.6% |
| 7D | +2.9% | +0.2% | +2.8% | +2.9% |
| 30D | +17.0% | +5.9% | +11.1% | +16.2% |
| 3M | -9.7% | -19.8% | +10.1% | -7.4% |
| 6M | +8.6% | -24.7% | +33.4% | +12.1% |
| YTD | +33.0% | -24.4% | +57.4% | +37.0% |
| 1Y | +68.3% | -31.5% | +99.8% | +75.6% |
| 3Y | +0.1% | -38.7% | +38.8% | +5.8% |
| All | +105.3% | -42.9% | +148.2% | +120.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling