-2.6%
AMC vs HBM
+123.0%
-125.5%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.9% | +5.3% | +4.5% |
| 7D | +2.3% | -6.4% | +8.7% | +3.8% |
| 30D | -0.7% | +5.9% | -6.7% | -2.3% |
| 3M | +35.2% | -8.9% | +44.1% | +39.4% |
| 6M | +124.6% | +10.7% | +113.9% | +122.0% |
| YTD | +69.9% | +38.3% | +31.6% | +60.0% |
| 1Y | -2.6% | +121.3% | -123.9% | -22.3% |
| All | -2.6% | +123.0% | -125.5% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 1y: compounded portfolio wealth divided by compounded HBM 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…
1y analysis · Full analysis span regression · 6 months rolling