+7.4%
HAL vs AME
+425.2%
-417.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.4% |
| 7D | -1.3% | +1.3% | -2.6% | -2.5% |
| 30D | +10.9% | -6.6% | +17.5% | +17.1% |
| 3M | -5.8% | +3.0% | -8.8% | -9.6% |
| 6M | +8.1% | +5.3% | +2.8% | 0.0% |
| YTD | +33.2% | +15.4% | +17.8% | +12.8% |
| 1Y | +74.2% | +26.8% | +47.4% | +33.6% |
| 3Y | -3.7% | +56.5% | -60.2% | -41.9% |
| 5Y | +111.9% | +85.2% | +26.6% | +3.7% |
| 10Y | +7.4% | +428.5% | -421.1% | -75.0% |
| All | +7.4% | +425.2% | -417.8% | -75.0% |
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