+82.1%
HAL vs AMRZ
-17.3%
+99.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.3% | +3.5% | -0.5% |
| 7D | +0.5% | -2.0% | +2.5% | +0.6% |
| 30D | +15.9% | -9.8% | +25.8% | +16.6% |
| 3M | -8.7% | -17.2% | +8.5% | -8.1% |
| 6M | +9.0% | -26.9% | +36.0% | +11.9% |
| YTD | +32.0% | -21.5% | +53.5% | +32.7% |
| 1Y | +72.5% | -22.9% | +95.3% | +73.6% |
| All | +82.1% | -17.3% | +99.4% | +78.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling