+59.2%
HAL vs AMT
-15.7%
+74.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.0% | +2.1% | +3.0% |
| 7D | +6.1% | +1.5% | +4.6% | +5.9% |
| 30D | +2.9% | +6.8% | -3.9% | +2.2% |
| 3M | +3.3% | +11.2% | -7.9% | +2.2% |
| 6M | -16.9% | +12.5% | -29.4% | -18.1% |
| YTD | +21.2% | +12.5% | +8.7% | +19.2% |
| 1Y | +27.5% | +10.1% | +17.4% | +25.8% |
| 3Y | -6.4% | +16.0% | -22.5% | -11.5% |
| All | +59.2% | -15.7% | +74.8% | +47.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling