+596.0%
HL vs ACI
+17.4%
+578.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.7% | -3.8% |
| 7D | -5.6% | -7.1% | +1.5% | -4.6% |
| 30D | +12.7% | -4.5% | +17.2% | +13.4% |
| 3M | +42.5% | -22.3% | +64.8% | +47.3% |
| 6M | -9.0% | -28.4% | +19.4% | -5.0% |
| YTD | +4.4% | -29.5% | +33.9% | +9.2% |
| 1Y | +82.7% | -34.2% | +116.9% | +93.2% |
| 3Y | +406.3% | -45.7% | +452.0% | +455.0% |
| 5Y | +238.2% | -40.8% | +278.9% | +263.4% |
| All | +596.0% | +17.4% | +578.6% | +625.3% |
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