+65.2%
HAS vs ACI
-18.4%
+83.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.5% | -0.5% | +2.8% |
| 7D | +2.4% | +4.5% | -2.0% | +2.1% |
| 30D | +31.6% | +20.9% | +10.8% | +30.3% |
| 3M | +33.9% | +15.2% | +18.6% | +32.8% |
| 6M | +31.4% | -13.3% | +44.7% | +30.2% |
| YTD | +51.6% | -16.2% | +67.8% | +47.6% |
| 1Y | +65.2% | -16.9% | +82.0% | +61.4% |
| All | +65.2% | -18.4% | +83.6% | +61.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling