-16.8%
HAL vs AMT
+134.0%
-150.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.1% | +3.4% | +3.4% |
| 7D | -0.2% | -2.4% | +2.2% | +0.4% |
| 30D | +1.0% | +4.2% | -3.2% | -0.1% |
| 3M | -2.1% | +13.4% | -15.5% | -5.5% |
| 6M | -17.5% | +9.4% | -26.9% | -19.9% |
| YTD | +18.1% | +11.7% | +6.5% | +13.5% |
| 1Y | +19.7% | +7.1% | +12.6% | +16.3% |
| 3Y | -7.9% | +15.1% | -23.0% | -15.9% |
| 5Y | +53.1% | -17.9% | +70.9% | +55.1% |
| 10Y | -16.8% | +133.5% | -150.3% | -18.7% |
| All | -16.8% | +134.0% | -150.7% | -18.7% |
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