+42.2%
HAL vs AMBA
+837.3%
-795.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.4% |
| 7D | +2.9% | -11.0% | +13.9% | +5.2% |
| 30D | +17.0% | -23.2% | +40.2% | +22.8% |
| 3M | -9.7% | -12.7% | +3.1% | -9.7% |
| 6M | +8.6% | +11.2% | -2.6% | +1.7% |
| YTD | +33.0% | -11.2% | +44.2% | +29.5% |
| 1Y | +68.3% | -22.5% | +90.9% | +66.1% |
| 3Y | +0.1% | -1.3% | +1.4% | -11.0% |
| 5Y | +102.6% | -54.2% | +156.8% | +92.4% |
| 10Y | +3.8% | -6.1% | +9.9% | -23.5% |
| All | +42.2% | +837.3% | -795.1% | -27.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling