+105.3%
HAL vs AMBA
-54.5%
+159.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.5% |
| 7D | +2.9% | -11.0% | +13.9% | +4.6% |
| 30D | +17.0% | -23.2% | +40.2% | +21.3% |
| 3M | -9.7% | -12.7% | +3.1% | -9.7% |
| 6M | +8.6% | +11.2% | -2.6% | +3.0% |
| YTD | +33.0% | -11.2% | +44.2% | +30.2% |
| 1Y | +68.3% | -22.5% | +90.9% | +66.6% |
| 3Y | +0.1% | -1.3% | +1.4% | -9.5% |
| All | +105.3% | -54.5% | +159.8% | +95.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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