-7.8%
HAL vs AMDL
+145.7%
-153.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +11.9% | -12.4% | -1.3% |
| 7D | +2.6% | +103.5% | -100.9% | -2.7% |
| 30D | -0.1% | -18.3% | +18.2% | -0.2% |
| 3M | -1.1% | +20.1% | -21.2% | -4.5% |
| 6M | -20.7% | +15.9% | -36.6% | -25.2% |
| YTD | +17.5% | +303.0% | -285.5% | -5.0% |
| 1Y | +24.1% | +164.0% | -139.9% | +4.4% |
| All | -7.8% | +145.7% | -153.5% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 AMDL 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