+83.8%
HAL vs AMRZ
-19.2%
+103.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.3% | +3.2% | +1.0% |
| 7D | -1.3% | -4.7% | +3.3% | -1.1% |
| 30D | +10.9% | -11.3% | +22.2% | +11.6% |
| 3M | -5.8% | -22.1% | +16.2% | -4.7% |
| 6M | +8.1% | -29.6% | +37.7% | +11.5% |
| YTD | +33.2% | -23.3% | +56.5% | +34.1% |
| 1Y | +74.2% | -23.7% | +97.9% | +75.1% |
| All | +83.8% | -19.2% | +103.0% | +80.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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