+18.8%
HAS vs ACI
-32.3%
+51.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | -1.8% | +0.2% | -2.0% | -1.8% |
| 30D | +2.3% | +5.9% | -3.6% | +2.0% |
| 3M | +10.4% | -19.8% | +30.1% | +11.0% |
| 6M | -3.2% | -24.7% | +21.5% | -2.6% |
| YTD | +15.4% | -24.4% | +39.8% | +15.2% |
| 1Y | +18.8% | -31.5% | +50.3% | +25.8% |
| All | +18.8% | -32.3% | +51.1% | +25.8% |
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