+57.8%
HAL vs AMRZ
-15.6%
+73.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.3% | -2.1% | 0.0% |
| 7D | -7.9% | -1.1% | -6.8% | -7.8% |
| 30D | -2.1% | +18.3% | -20.3% | -3.1% |
| 3M | +0.4% | -8.0% | +8.4% | +0.8% |
| 6M | -19.2% | -18.7% | -0.6% | -18.5% |
| YTD | +14.4% | -19.8% | +34.2% | +14.7% |
| 1Y | +18.0% | -12.3% | +30.3% | +16.7% |
| All | +57.8% | -15.6% | +73.4% | +54.4% |
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 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