+17.3%
HAL vs AMC
+43.0%
-25.7%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.8% | 0.0% |
| 7D | -6.5% | +5.5% | -12.0% | -6.2% |
| 30D | -2.1% | +16.1% | -18.2% | -1.3% |
| 3M | -4.9% | +43.0% | -47.8% | -2.8% |
| 6M | -19.3% | +130.7% | -150.0% | -14.8% |
| YTD | +14.3% | +121.8% | -107.5% | +20.6% |
| 1Y | +17.3% | +40.7% | -23.3% | +26.5% |
| All | +17.3% | +43.0% | -25.7% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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