-99.2%
AMC vs HBM
+194.0%
-293.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.1% | -1.6% | -2.3% |
| 7D | +3.5% | +2.2% | +1.3% | +2.8% |
| 30D | +12.5% | -11.8% | +24.3% | +17.0% |
| 3M | +23.6% | -19.2% | +42.8% | +31.5% |
| 6M | +144.4% | -22.9% | +167.2% | +162.2% |
| YTD | +108.3% | +7.8% | +100.5% | +96.2% |
| 1Y | +38.9% | +34.9% | +4.0% | +21.2% |
| 3Y | -58.9% | +422.2% | -481.1% | -79.6% |
| All | -99.2% | +194.0% | -293.3% | -99.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling