-4.6%
HD vs AMIX
-92.3%
+87.7%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -3.0% | +9.5% | +6.5% |
| 7D | +11.9% | -25.1% | +37.0% | +12.1% |
| 30D | +26.4% | -54.5% | +80.9% | +26.9% |
| 3M | +2.8% | -91.7% | +94.6% | +4.0% |
| 6M | +15.5% | -79.4% | +94.9% | +15.2% |
| YTD | +5.5% | -86.1% | +91.6% | +5.2% |
| 1Y | -4.6% | -91.6% | +87.0% | -5.0% |
| All | -4.6% | -92.3% | +87.7% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling