-10.4%
HAL vs AMDL
+47.6%
-58.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +22.3% | -22.5% | -1.8% |
| 7D | -12.0% | -26.2% | +14.2% | -10.7% |
| 30D | +0.3% | -57.1% | +57.4% | +5.0% |
| 3M | -1.6% | -29.8% | +28.2% | -1.2% |
| 6M | -20.5% | -22.2% | +1.7% | -23.0% |
| YTD | +14.2% | +142.1% | -127.9% | -4.1% |
| 1Y | +18.9% | +85.8% | -67.0% | +1.7% |
| All | -10.4% | +47.6% | -58.0% | -38.2% |
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