+59.2%
HAL vs AMC
-99.2%
+158.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.7% | +5.8% | +3.2% |
| 7D | +6.1% | +3.5% | +2.6% | +6.0% |
| 30D | +2.9% | +12.5% | -9.6% | +2.4% |
| 3M | +3.3% | +23.6% | -20.2% | +2.4% |
| 6M | -16.9% | +144.4% | -161.3% | -20.5% |
| YTD | +21.2% | +108.3% | -87.2% | +16.2% |
| 1Y | +27.5% | +38.9% | -11.3% | +24.5% |
| 3Y | -6.4% | -58.9% | +52.4% | -5.7% |
| All | +59.2% | -99.2% | +158.4% | +104.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling