-11.1%
HD vs AMIX
-44.0%
+32.8%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.9% | +0.9% |
| 7D | -2.1% | -13.7% | +11.7% | -2.0% |
| 30D | -8.4% | -62.1% | +53.6% | -8.0% |
| 3M | +4.3% | -46.2% | +50.5% | +5.1% |
| 6M | -11.1% | -46.4% | +35.3% | -12.1% |
| All | -11.1% | -44.0% | +32.8% | -12.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling