+40.2%
AMC vs HBM
+47.3%
-7.0%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.6% | +3.7% | +6.4% |
| 7D | +17.7% | -5.8% | +23.6% | +19.4% |
| 30D | +26.2% | -18.5% | +44.7% | +32.4% |
| 3M | +31.3% | -10.3% | +41.6% | +34.2% |
| 6M | +142.8% | +2.1% | +140.6% | +149.7% |
| YTD | +125.6% | +12.0% | +113.6% | +118.5% |
| 1Y | +40.2% | +49.8% | -9.5% | +21.4% |
| All | +40.2% | +47.3% | -7.0% | +21.4% |
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