+114.0%
HAS vs ACI
+29.9%
+84.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +2.9% | -0.2% |
| 7D | -0.2% | -2.2% | +2.1% | 0.0% |
| 30D | +31.0% | +10.3% | +20.7% | +29.9% |
| 3M | +30.7% | +7.2% | +23.5% | +29.8% |
| 6M | +23.9% | -18.0% | +41.9% | +25.5% |
| YTD | +48.3% | -22.0% | +70.3% | +50.5% |
| 1Y | +60.2% | -23.4% | +83.6% | +62.8% |
| 3Y | +189.2% | -35.8% | +225.0% | +197.8% |
| 5Y | +50.4% | -43.7% | +94.1% | +54.6% |
| All | +114.0% | +29.9% | +84.1% | +106.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling