-9.7%
HAL vs AMC
-58.4%
+48.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +8.3% | -8.2% | 0.0% |
| 7D | -7.9% | +6.6% | -14.5% | -8.0% |
| 30D | -2.1% | +14.1% | -16.2% | -2.2% |
| 3M | +0.4% | +31.3% | -30.8% | +0.1% |
| 6M | -19.2% | +126.7% | -145.9% | -20.7% |
| YTD | +14.4% | +117.9% | -103.6% | +12.1% |
| 1Y | +18.0% | +41.1% | -23.1% | +17.3% |
| 3Y | -9.7% | -61.0% | +51.3% | -4.8% |
| All | -9.7% | -58.4% | +48.7% | -4.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling