+102.4%
HL vs AMIX
-80.5%
+182.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.8% | -1.1% |
| 7D | +7.1% | -3.4% | +10.4% | +7.1% |
| 30D | +21.4% | -54.4% | +75.8% | +22.5% |
| 3M | +37.4% | -45.7% | +83.2% | +37.5% |
| 6M | +0.4% | -49.2% | +49.6% | +0.1% |
| YTD | +6.7% | -60.3% | +67.0% | +6.6% |
| 1Y | +102.4% | -81.4% | +183.7% | +127.8% |
| All | +102.4% | -80.5% | +182.9% | +127.8% |
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