-18.6%
HAL vs AMT
+113.8%
-132.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.4% | +0.4% |
| 7D | -12.0% | +0.5% | -12.5% | -12.1% |
| 30D | +0.3% | +13.6% | -13.3% | -3.0% |
| 3M | -1.6% | +11.5% | -13.1% | -4.6% |
| 6M | -20.5% | +6.9% | -27.4% | -22.3% |
| YTD | +14.2% | +10.8% | +3.4% | +10.0% |
| 1Y | +18.9% | +10.3% | +8.5% | +14.6% |
| 3Y | -13.7% | +12.4% | -26.1% | -20.5% |
| 5Y | +42.2% | -20.1% | +62.2% | +45.5% |
| All | -18.6% | +113.8% | -132.3% | -22.3% |
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