+284.2%
HL vs AMT
+96.3%
+187.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +2.0% |
| 7D | +0.4% | +1.5% | -1.1% | -0.2% |
| 30D | +18.8% | +3.7% | +15.1% | +17.0% |
| 3M | +43.7% | -7.2% | +50.9% | +46.8% |
| 6M | -1.0% | -4.2% | +3.1% | -0.6% |
| YTD | +8.7% | +1.9% | +6.8% | +6.0% |
| 1Y | +105.0% | -6.4% | +111.4% | +106.2% |
| 3Y | +427.3% | +7.7% | +419.5% | +381.0% |
| 5Y | +249.3% | -30.9% | +280.2% | +286.3% |
| 10Y | +284.2% | +105.4% | +178.8% | +147.5% |
| All | +284.2% | +96.3% | +187.9% | +147.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 10y: compounded portfolio wealth divided by compounded AMT 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…
10y analysis · Full analysis span regression · 6 months rolling