+58.6%
HLT vs AMIX
-99.9%
+158.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -1.9% | -2.2% |
| 7D | -2.4% | -3.4% | +1.0% | -2.4% |
| 30D | -4.1% | -54.4% | +50.3% | -4.1% |
| 3M | -10.6% | -45.7% | +35.2% | -10.3% |
| 6M | +2.0% | -49.2% | +51.2% | +2.3% |
| YTD | +6.1% | -60.3% | +66.5% | +6.6% |
| 1Y | +9.8% | -81.4% | +91.2% | +10.7% |
| All | +58.6% | -99.9% | +158.5% | +70.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling