+105.0%
HL vs AMC
-12.8%
+117.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.9% | +5.8% | +2.2% |
| 7D | +0.4% | -6.8% | +7.2% | +1.0% |
| 30D | +18.8% | +1.7% | +17.2% | +18.6% |
| 3M | +43.7% | +26.8% | +16.9% | +38.1% |
| 6M | -1.0% | +117.7% | -118.7% | -11.7% |
| YTD | +8.7% | +57.7% | -49.0% | +2.9% |
| 1Y | +105.0% | -12.5% | +117.5% | +87.6% |
| All | +105.0% | -12.8% | +117.8% | +87.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling