+131.0%
HLT vs AMC
-59.1%
+190.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.8% | +0.2% |
| 7D | +0.7% | +3.5% | -2.8% | +0.6% |
| 30D | +13.7% | +12.5% | +1.3% | +13.3% |
| 3M | +16.3% | +23.6% | -7.2% | +15.4% |
| 6M | +19.9% | +144.4% | -124.4% | +15.4% |
| YTD | +30.1% | +108.3% | -78.3% | +25.5% |
| 1Y | +38.5% | +38.9% | -0.4% | +34.9% |
| 3Y | +131.0% | -58.9% | +189.9% | +142.5% |
| All | +131.0% | -59.1% | +190.2% | +142.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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