+263.2%
HL vs AMIX
-100.0%
+363.2%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | +8.9% | -16.0% | +25.0% | +9.2% |
| 30D | -10.1% | -55.4% | +45.4% | -9.3% |
| 3M | -7.0% | -87.5% | +80.5% | -5.1% |
| 6M | -18.8% | -81.2% | +62.4% | -20.5% |
| YTD | -23.1% | -86.8% | +63.7% | -24.7% |
| 1Y | +8.9% | -91.6% | +100.5% | +6.8% |
| All | +263.2% | -100.0% | +363.2% | +248.3% |
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