+3.2%
HAL vs AMT
+94.2%
-90.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.3% |
| 7D | +2.9% | -0.2% | +3.2% | +3.0% |
| 30D | +17.0% | +4.6% | +12.4% | +15.6% |
| 3M | -9.7% | -8.4% | -1.2% | -7.8% |
| 6M | +8.6% | -6.0% | +14.7% | +9.7% |
| YTD | +33.0% | +2.1% | +30.9% | +31.0% |
| 1Y | +68.3% | -6.4% | +74.7% | +69.4% |
| 3Y | +0.1% | +8.1% | -7.9% | -7.5% |
| 5Y | +102.6% | -31.9% | +134.6% | +118.8% |
| All | +3.2% | +94.2% | -90.9% | -5.1% |
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