-98.7%
AMC vs HAS
+101.4%
-200.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.5% | +2.2% |
| 7D | +2.6% | -0.2% | +2.8% | +2.8% |
| 30D | +9.0% | +31.0% | -22.0% | -3.3% |
| 3M | +22.2% | +30.7% | -8.5% | +8.2% |
| 6M | +91.5% | +23.9% | +67.6% | +71.8% |
| YTD | +101.3% | +48.3% | +53.0% | +65.0% |
| 1Y | +20.8% | +60.2% | -39.5% | -4.5% |
| 3Y | -71.3% | +189.2% | -260.5% | -83.5% |
| 5Y | -99.2% | +50.4% | -149.7% | -99.4% |
| All | -98.7% | +101.4% | -200.1% | -99.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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