+59.2%
HAL vs ACM
+1.1%
+58.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.6% | +2.6% | +2.9% |
| 7D | +6.1% | +5.6% | +0.5% | +3.4% |
| 30D | +2.9% | +20.8% | -17.9% | -5.9% |
| 3M | +3.3% | +11.4% | -8.1% | -2.2% |
| 6M | -16.9% | +0.9% | -17.9% | -18.9% |
| YTD | +21.2% | -24.8% | +46.0% | +35.6% |
| 1Y | +27.5% | -46.4% | +74.0% | +76.7% |
| 3Y | -6.4% | -9.2% | +2.8% | -13.8% |
| All | +59.2% | +1.1% | +58.1% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACM.
Daily Out/Under-Performance
Portfolio return minus ACM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACM 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 ACM 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