+715.3%
HL vs AMC
-98.1%
+813.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +4.3% | -6.8% | -2.6% |
| 7D | +1.5% | +2.3% | -0.8% | +1.4% |
| 30D | +25.1% | -0.7% | +25.8% | +25.1% |
| 3M | +22.9% | +35.2% | -12.3% | +22.1% |
| 6M | -4.9% | +124.6% | -129.5% | -6.4% |
| YTD | +7.8% | +69.9% | -62.0% | +6.6% |
| 1Y | +133.9% | -2.6% | +136.5% | +132.7% |
| 3Y | +380.9% | -79.8% | +460.7% | +383.3% |
| 5Y | +230.2% | -99.4% | +329.6% | +238.6% |
| 10Y | +265.6% | -98.9% | +364.4% | +316.5% |
| All | +715.3% | -98.1% | +813.4% | +699.9% |
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