+750.0%
AMT vs HBM
+613.3%
+136.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.1% | -1.0% |
| 7D | -0.2% | -6.4% | +6.1% | +0.3% |
| 30D | +4.6% | +5.9% | -1.3% | +4.0% |
| 3M | -8.4% | -8.9% | +0.5% | -8.3% |
| 6M | -6.0% | +10.7% | -16.7% | -8.0% |
| YTD | +2.1% | +38.3% | -36.1% | -2.4% |
| 1Y | -6.4% | +121.3% | -127.7% | -14.8% |
| 3Y | +8.1% | +450.6% | -442.5% | -12.5% |
| 5Y | -31.9% | +338.0% | -369.9% | -45.2% |
| 10Y | +97.1% | +578.6% | -481.5% | +33.5% |
| All | +750.0% | +613.3% | +136.6% | +340.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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