+481.1%
HL vs AMC
-97.7%
+578.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.9% | +0.1% | +2.0% |
| 7D | +8.9% | +2.6% | +6.3% | +8.9% |
| 30D | -10.1% | +9.0% | -19.1% | -10.2% |
| 3M | -7.0% | +22.2% | -29.2% | -7.4% |
| 6M | -18.8% | +91.5% | -110.2% | -19.8% |
| YTD | -23.1% | +101.3% | -124.4% | -24.3% |
| 1Y | +8.9% | +20.8% | -11.9% | +8.0% |
| 3Y | +255.0% | -71.3% | +326.3% | +255.7% |
| 5Y | +151.5% | -99.2% | +250.7% | +157.0% |
| 10Y | +138.4% | -98.7% | +237.1% | +172.6% |
| All | +481.1% | -97.7% | +578.9% | +468.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling