+12.4%
HLT vs AMIX
-82.5%
+94.8%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.0% | +3.8% | -0.3% |
| 7D | -2.6% | -6.3% | +3.7% | -2.6% |
| 30D | -2.6% | -51.9% | +49.3% | -2.8% |
| 3M | -9.4% | -44.9% | +35.5% | -8.7% |
| 6M | +2.7% | -47.9% | +50.7% | +3.3% |
| YTD | +6.8% | -62.0% | +68.8% | +6.5% |
| 1Y | +12.4% | -82.0% | +94.4% | +11.4% |
| All | +12.4% | -82.5% | +94.8% | +11.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling