+25.0%
HL vs AMDL
+108.7%
-83.6%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +1.7% | +11.5% | +12.9% |
| 7D | +0.2% | -30.7% | +30.9% | +6.6% |
| 30D | -12.1% | -43.8% | +31.7% | -3.5% |
| 3M | -2.8% | -24.5% | +21.7% | -0.7% |
| 6M | -14.9% | +44.7% | -59.6% | -26.1% |
| YTD | -22.0% | +204.0% | -226.0% | -43.1% |
| 1Y | +25.0% | +109.1% | -84.1% | -1.9% |
| All | +25.0% | +108.7% | -83.6% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 AMDL 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