+133.9%
HL vs AMIX
-81.0%
+214.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.9% | -0.6% | -2.5% |
| 7D | +1.5% | -13.7% | +15.2% | +1.7% |
| 30D | +25.1% | -62.1% | +87.1% | +26.5% |
| 3M | +22.9% | -46.2% | +69.1% | +23.6% |
| 6M | -4.9% | -46.4% | +41.5% | -5.1% |
| YTD | +7.8% | -60.3% | +68.1% | +8.5% |
| 1Y | +133.9% | -79.7% | +213.6% | +168.1% |
| All | +133.9% | -81.0% | +214.9% | +168.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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