+497.6%
HAL vs AME
+18,019.4%
-17,521.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.5% | -2.8% | -1.6% |
| 7D | -12.0% | -5.2% | -6.8% | -9.6% |
| 30D | +0.3% | -8.0% | +8.3% | +4.5% |
| 3M | -1.6% | -8.9% | +7.3% | +2.7% |
| 6M | -20.5% | -5.0% | -15.5% | -19.3% |
| YTD | +14.2% | +11.9% | +2.3% | +5.5% |
| 1Y | +18.9% | +16.6% | +2.2% | +7.3% |
| 3Y | -13.7% | +62.5% | -76.2% | -35.3% |
| 5Y | +42.2% | +67.6% | -25.4% | +4.3% |
| 10Y | -16.7% | +450.4% | -467.1% | -62.6% |
| All | +497.6% | +18,019.4% | -17,521.8% | +21.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling