+117.0%
HAS vs ACI
+32.8%
+84.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.7% |
| 7D | +1.4% | +2.3% | -0.9% | +1.2% |
| 30D | +26.3% | +1.2% | +25.0% | +26.1% |
| 3M | +25.6% | +6.8% | +18.8% | +24.8% |
| 6M | +30.3% | -18.7% | +49.0% | +32.0% |
| YTD | +50.4% | -20.2% | +70.6% | +52.2% |
| 1Y | +57.7% | -23.7% | +81.4% | +60.4% |
| 3Y | +213.4% | -31.6% | +245.0% | +220.7% |
| 5Y | +49.1% | -42.8% | +91.9% | +53.0% |
| All | +117.0% | +32.8% | +84.1% | +109.0% |
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