+1,311.4%
AMT vs HAS
+710.8%
+600.6%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.9% |
| 7D | -0.2% | -1.8% | +1.6% | +0.3% |
| 30D | +4.6% | +2.3% | +2.4% | +3.9% |
| 3M | -8.4% | +10.4% | -18.8% | -11.4% |
| 6M | -6.0% | -3.2% | -2.8% | -5.9% |
| YTD | +2.1% | +15.4% | -13.3% | -3.3% |
| 1Y | -6.4% | +18.8% | -25.2% | -12.4% |
| 3Y | +8.1% | +43.9% | -35.9% | -8.1% |
| 5Y | -31.9% | +13.9% | -45.8% | -39.0% |
| 10Y | +97.1% | +56.4% | +40.7% | +42.4% |
| All | +1,311.4% | +710.8% | +600.6% | +342.1% |
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