-80.6%
AMC vs HAS
+44.2%
-124.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.5% | +4.8% | +4.5% |
| 7D | +2.3% | -1.8% | +4.1% | +2.9% |
| 30D | -0.7% | +2.3% | -3.0% | -1.6% |
| 3M | +35.2% | +10.4% | +24.8% | +30.8% |
| 6M | +124.6% | -3.2% | +127.8% | +125.6% |
| YTD | +69.9% | +15.4% | +54.5% | +59.2% |
| 1Y | -2.6% | +18.8% | -21.4% | -9.9% |
| All | -80.6% | +44.2% | -124.8% | -87.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling