-2.6%
HD vs AMIX
-92.3%
+89.7%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | +0.1% |
| 7D | +1.5% | -9.9% | +11.4% | +1.6% |
| 30D | +18.0% | -52.8% | +70.8% | +18.4% |
| 3M | +2.8% | -80.0% | +82.8% | +3.6% |
| 6M | +17.0% | -80.2% | +97.2% | +16.6% |
| YTD | +3.5% | -88.1% | +91.7% | +3.1% |
| 1Y | -2.6% | -91.1% | +88.5% | -3.0% |
| All | -2.6% | -92.3% | +89.7% | -3.0% |
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