-5.0%
HAL vs AMDL
+102.5%
-107.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -17.6% | +20.7% | +4.3% |
| 7D | +6.1% | +37.2% | -31.1% | +3.3% |
| 30D | +2.9% | -24.0% | +26.9% | +3.1% |
| 3M | +3.3% | -1.0% | +4.4% | +0.9% |
| 6M | -16.9% | -3.2% | -13.7% | -20.8% |
| YTD | +21.2% | +232.2% | -211.0% | -1.0% |
| 1Y | +27.5% | +137.7% | -110.2% | +7.5% |
| All | -5.0% | +102.5% | -107.5% | -36.2% |
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