+77.6%
HL vs AMRZ
-24.2%
+101.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.3% |
| 7D | -4.4% | -7.5% | +3.2% | -0.1% |
| 30D | +9.3% | -12.4% | +21.7% | +17.5% |
| 3M | +32.0% | -22.4% | +54.4% | +51.1% |
| 6M | -6.4% | -29.5% | +23.1% | +13.4% |
| YTD | +3.1% | -24.1% | +27.3% | +20.8% |
| 1Y | +77.6% | -26.3% | +103.8% | +127.5% |
| All | +77.6% | -24.2% | +101.8% | +127.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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