+1,431.6%
AMT vs HAS
+941.9%
+489.7%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.5% |
| 7D | +0.5% | -0.2% | +0.7% | +0.6% |
| 30D | +13.6% | +31.0% | -17.4% | +4.6% |
| 3M | +11.5% | +30.7% | -19.2% | +2.6% |
| 6M | +6.9% | +23.9% | -17.0% | -0.6% |
| YTD | +10.8% | +48.3% | -37.5% | -2.8% |
| 1Y | +10.3% | +60.2% | -49.9% | -5.6% |
| 3Y | +12.4% | +189.2% | -176.8% | -22.5% |
| 5Y | -20.1% | +50.4% | -70.5% | -34.2% |
| 10Y | +116.8% | +104.2% | +12.7% | +44.4% |
| All | +1,431.6% | +941.9% | +489.7% | +344.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling