+116.8%
HAL vs AMT
+1,473.8%
-1,357.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.4% | -2.8% | -3.2% |
| 7D | -11.1% | +4.4% | -15.4% | -11.9% |
| 30D | -2.4% | +17.7% | -20.2% | -5.9% |
| 3M | +0.8% | +16.7% | -15.9% | -2.7% |
| 6M | -22.8% | +11.1% | -33.9% | -24.9% |
| YTD | +14.5% | +13.9% | +0.6% | +10.4% |
| 1Y | +20.2% | +12.5% | +7.7% | +16.1% |
| 3Y | -15.2% | +13.2% | -28.3% | -19.7% |
| 5Y | +42.5% | -17.9% | +60.4% | +42.9% |
| 10Y | -16.5% | +122.8% | -139.3% | -32.5% |
| All | +116.8% | +1,473.8% | -1,357.0% | -5.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling