+229.0%
HL vs AMIX
-100.0%
+328.9%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -8.4% | +3.0% | -5.4% |
| 7D | -7.6% | -10.9% | +3.2% | -7.5% |
| 30D | -17.5% | -55.0% | +37.5% | -16.8% |
| 3M | -26.2% | -82.0% | +55.8% | -24.9% |
| 6M | -35.1% | -80.4% | +45.4% | -36.4% |
| YTD | -30.4% | -88.3% | +57.9% | -31.8% |
| 1Y | -14.0% | -92.4% | +78.4% | -15.5% |
| All | +229.0% | -100.0% | +328.9% | +215.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling