-20.8%
HAL vs AMT
+125.6%
-146.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.2% |
| 7D | -6.5% | +1.6% | -8.1% | -6.9% |
| 30D | -2.1% | +4.5% | -6.6% | -3.3% |
| 3M | -4.9% | +13.8% | -18.6% | -8.2% |
| 6M | -19.3% | +10.0% | -29.3% | -21.8% |
| YTD | +14.3% | +11.8% | +2.5% | +9.8% |
| 1Y | +17.3% | +10.2% | +7.1% | +13.1% |
| 3Y | -10.9% | +15.1% | -26.1% | -18.6% |
| 5Y | +47.4% | -18.8% | +66.2% | +50.1% |
| 10Y | -20.8% | +133.7% | -154.5% | -22.8% |
| All | -20.8% | +125.6% | -146.4% | -22.8% |
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