+40.7%
AMC vs HIG
+6.5%
+34.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.7% | -1.1% |
| 7D | -2.8% | -0.7% | -2.2% | -2.8% |
| 30D | +14.0% | +5.4% | +8.6% | +13.4% |
| 3M | +42.5% | -0.9% | +43.4% | +42.6% |
| 6M | +142.6% | +4.8% | +137.8% | +138.8% |
| YTD | +119.2% | +0.9% | +118.3% | +120.1% |
| 1Y | +40.7% | +6.5% | +34.3% | +40.6% |
| All | +40.7% | +6.5% | +34.3% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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