+25.0%
HL vs AMIX
-92.3%
+117.3%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | -3.0% | +16.2% | +13.2% |
| 7D | +0.2% | -25.1% | +25.3% | +0.6% |
| 30D | -12.1% | -54.5% | +42.4% | -11.2% |
| 3M | -2.8% | -91.7% | +88.9% | 0.0% |
| 6M | -14.9% | -79.4% | +64.5% | -15.1% |
| YTD | -22.0% | -86.1% | +64.0% | -22.3% |
| 1Y | +25.0% | -91.6% | +116.6% | +24.6% |
| All | +25.0% | -92.3% | +117.3% | +24.6% |
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