+336.3%
HLT vs ACI
+21.2%
+315.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.2% | -3.3% | -0.1% |
| 7D | -1.6% | -3.7% | +2.1% | -1.5% |
| 30D | -5.0% | +0.6% | -5.6% | -5.0% |
| 3M | -10.4% | -20.3% | +9.9% | -9.7% |
| 6M | +3.2% | -24.7% | +27.9% | +4.3% |
| YTD | +6.7% | -27.2% | +34.0% | +7.9% |
| 1Y | +10.3% | -32.7% | +43.0% | +11.7% |
| 3Y | +99.3% | -43.9% | +143.2% | +102.8% |
| 5Y | +143.7% | -38.9% | +182.5% | +149.0% |
| All | +336.3% | +21.2% | +315.1% | +408.1% |
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