+10.1%
AMT vs HAS
+58.1%
-48.0%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.7% | +1.1% |
| 7D | +1.5% | +1.4% | +0.1% | +1.3% |
| 30D | +6.8% | +26.3% | -19.5% | +4.0% |
| 3M | +11.2% | +25.6% | -14.4% | +8.3% |
| 6M | +12.5% | +30.3% | -17.8% | +9.3% |
| YTD | +12.5% | +50.4% | -37.9% | +6.3% |
| 1Y | +10.1% | +57.7% | -47.6% | +3.4% |
| All | +10.1% | +58.1% | -48.0% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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