+77.6%
HL vs AMCR
+9.4%
+68.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -0.2% |
| 7D | -4.4% | -6.3% | +1.9% | -0.3% |
| 30D | +9.3% | -7.8% | +17.1% | +15.2% |
| 3M | +32.0% | +7.5% | +24.4% | +25.7% |
| 6M | -6.4% | +2.7% | -9.1% | -9.1% |
| YTD | +3.1% | +6.0% | -2.9% | +0.8% |
| 1Y | +77.6% | +7.8% | +69.8% | +75.1% |
| All | +77.6% | +9.4% | +68.2% | +75.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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