+62.1%
HLT vs AMIX
-99.9%
+162.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | -1.0% |
| 7D | -3.3% | -13.7% | +10.4% | -3.3% |
| 30D | -4.1% | -62.1% | +58.0% | -4.1% |
| 3M | -7.9% | -46.2% | +38.2% | -7.6% |
| 6M | +2.2% | -46.4% | +48.6% | +2.4% |
| YTD | +8.5% | -60.3% | +68.7% | +8.9% |
| 1Y | +12.1% | -79.7% | +91.8% | +13.0% |
| All | +62.1% | -99.9% | +162.0% | +73.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling