+117.6%
HAS vs ACI
+31.1%
+86.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.6% |
| 7D | +2.2% | -5.9% | +8.1% | +2.7% |
| 30D | +29.6% | +7.2% | +22.4% | +28.7% |
| 3M | +30.3% | +8.8% | +21.4% | +29.2% |
| 6M | +25.6% | -17.2% | +42.8% | +27.1% |
| YTD | +50.8% | -21.3% | +72.1% | +52.9% |
| 1Y | +63.0% | -23.7% | +86.8% | +65.7% |
| 3Y | +211.6% | -32.8% | +244.4% | +219.4% |
| 5Y | +50.4% | -41.4% | +91.8% | +54.3% |
| All | +117.6% | +31.1% | +86.5% | +109.9% |
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