+17.3%
HAL vs AMRZ
-13.9%
+31.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | 0.0% |
| 7D | -6.5% | +0.2% | -6.7% | -6.5% |
| 30D | -2.1% | +16.2% | -18.3% | -2.8% |
| 3M | -4.9% | -8.9% | +4.1% | -4.7% |
| 6M | -19.3% | -20.1% | +0.8% | -18.8% |
| YTD | +14.3% | -21.3% | +35.6% | +12.3% |
| 1Y | +17.3% | -12.6% | +29.9% | +10.6% |
| All | +17.3% | -13.9% | +31.2% | +10.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling