-14.9%
HAL vs AME
+444.5%
-459.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.4% | +2.7% | +2.7% |
| 7D | +6.1% | +5.9% | +0.2% | +0.9% |
| 30D | +2.9% | -1.9% | +4.8% | +3.9% |
| 3M | +3.3% | -5.4% | +8.7% | +7.0% |
| 6M | -16.9% | +4.9% | -21.8% | -22.5% |
| YTD | +21.2% | +18.5% | +2.7% | -0.7% |
| 1Y | +27.5% | +25.5% | +2.1% | -1.1% |
| 3Y | -6.4% | +63.0% | -69.5% | -46.0% |
| 5Y | +58.0% | +78.3% | -20.3% | -19.5% |
| All | -14.9% | +444.5% | -459.3% | -80.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 10y: compounded portfolio wealth divided by compounded AME 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…
10y analysis · Full analysis span regression · 6 months rolling