-19.1%
HAL vs AMT
+116.9%
-136.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | -7.9% | +0.4% | -8.3% | -8.0% |
| 30D | -2.1% | +3.7% | -5.8% | -3.0% |
| 3M | +0.4% | +10.7% | -10.3% | -2.4% |
| 6M | -19.2% | +9.3% | -28.5% | -21.6% |
| YTD | +14.4% | +10.9% | +3.4% | +10.1% |
| 1Y | +18.0% | +10.5% | +7.4% | +13.6% |
| 3Y | -9.7% | +15.5% | -25.2% | -17.6% |
| 5Y | +40.1% | -20.6% | +60.7% | +43.8% |
| 10Y | -19.1% | +124.5% | -143.7% | -21.6% |
| All | -19.1% | +116.9% | -136.0% | -21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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