+134.4%
HL vs AMC
-98.8%
+233.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.3% | -3.1% | -5.4% |
| 7D | -7.6% | +8.4% | -16.1% | -7.7% |
| 30D | -17.5% | +9.2% | -26.6% | -17.6% |
| 3M | -26.2% | +32.0% | -58.2% | -26.5% |
| 6M | -35.1% | +149.3% | -184.3% | -36.0% |
| YTD | -30.4% | +114.1% | -144.5% | -31.3% |
| 1Y | -14.0% | +35.8% | -49.7% | -14.7% |
| 3Y | +256.3% | -58.3% | +314.6% | +255.4% |
| 5Y | +112.5% | -99.2% | +211.7% | +114.8% |
| All | +134.4% | -98.8% | +233.2% | +118.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling